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 5-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 | $32,507 | $95,862-66.1% | $79,550-59.1% | $134,475-75.8% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -46.44% | -2.69%-43.8pp | 0.16%-46.6pp | 417.96%-464.4pp |
| Employer contribution / active EE | $982 | $3,128-68.6% | $2,413-59.3% | $4,740-79.3% |
| Participant deferral / active EE | $13,417 | $4,693+185.9% | $3,985+236.7% | $6,400+109.7% |
| Admin fee / account holder | $6,414 | $9,126-29.7% | $6,832-6.1% | $11,426-43.9% |