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 | $26,458 | $111,814-76.3% | $103,374-74.4% | $145,959-81.9% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | -63.59% | 24.77%-88.4pp | 24.89%-88.5pp | 561.95%-625.5pp |
| Employer contribution / active EE | $1,037 | $4,214-75.4% | $3,869-73.2% | $4,661-77.8% |
| Participant deferral / active EE | $4,257 | $5,618-24.2% | $5,058-15.8% | $6,689-36.4% |
| Admin fee / account holder | $8,427 | $9,754-13.6% | $8,394+0.4% | $13,398-37.1% |