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 | $15,392 | $45,863-66.4% | $77,024-80.0% | $68,494-77.5% |
| Participation rate | 19.0% | 55.9%-36.9pp | 67.9%-48.9pp | 67.9%-48.9pp |
| Annual return | -31.52% | 1.72%-33.2pp | 42.32%-73.8pp | -7.84%-23.7pp |
| Employer contribution / active EE | $740 | $1,650-55.2% | $2,812-73.7% | $2,596-71.5% |
| Participant deferral / active EE | $1,633 | $2,962-44.9% | $4,426-63.1% | $4,027-59.4% |
| Admin fee / account holder | $1,913 | $3,041-37.1% | $5,425-64.7% | $5,403-64.6% |