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 | $15,805 | $152,509-89.6% | $117,472-86.5% | $134,475-88.2% |
| Participation rate | 47.1% | 77.1%-30.0pp | 70.6%-23.5pp | 81.2%-34.2pp |
| Annual return | -31.34% | 52.99%-84.3pp | 29.74%-61.1pp | 417.96%-449.3pp |
| Employer contribution / active EE | $4,117 | $5,571-26.1% | $4,176-1.4% | $4,740-13.1% |
| Participant deferral / active EE | $4,745 | $4,818-1.5% | $4,070+16.6% | $6,400-25.9% |
| Admin fee / account holder | $1,382 | $7,004-80.3% | $5,645-75.5% | $11,426-87.9% |