See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,519 | $90,348-68.4% | $75,972-62.5% | $145,922-80.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | -0.14% | 620.88%-621.0pp | 359.55%-359.7pp | 561.29%-561.4pp |
| Employer contribution / active EE | $787 | $3,311-76.2% | $2,685-70.7% | $4,660-83.1% |
| Participant deferral / active EE | $1,306 | $5,162-74.7% | $4,255-69.3% | $6,688-80.5% |
| Admin fee / account holder | $2,226 | $8,467-73.7% | $6,467-65.6% | $13,397-83.4% |