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 | $47,819 | $92,703-48.4% | $82,719-42.2% | $134,475-64.4% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -23.72% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,229 | $3,274-62.5% | $3,009-59.2% | $4,740-74.1% |
| Participant deferral / active EE | $2,849 | $4,802-40.7% | $4,395-35.2% | $6,400-55.5% |
| Admin fee / account holder | $553 | $5,983-90.8% | $5,329-89.6% | $11,426-95.2% |