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 3-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 | $23,629 | $126,519-81.3% | $106,201-77.8% | $145,959-83.8% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | -0.68% | 225.10%-225.8pp | 116.26%-116.9pp | 561.95%-562.6pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,606 | $5,716+33.1% | $5,012+51.8% | $6,689+13.7% |
| Admin fee / account holder | $1,585 | $17,312-90.8% | $11,039-85.6% | $13,398-88.2% |