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 6-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 | $12,496 | $54,229-77.0% | $70,092-82.2% | $68,494-81.8% |
| Participation rate | 48.3% | 64.5%-16.2pp | 70.5%-22.2pp | 67.9%-19.6pp |
| Annual return | -20.48% | -13.87%-6.6pp | 190.73%-211.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $963 | $2,018-52.3% | $2,559-62.4% | $2,596-62.9% |
| Participant deferral / active EE | $2,366 | $2,956-20.0% | $3,849-38.5% | $4,027-41.3% |
| Admin fee / account holder | $1,195 | $4,694-74.5% | $6,267-80.9% | $5,403-77.9% |