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 | $12,520 | $67,331-81.4% | $60,874-79.4% | $134,475-90.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -21.33% | 49.93%-71.3pp | 16.90%-38.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,538 | $3,096-18.0% | $2,701-6.0% | $4,740-46.4% |
| Participant deferral / active EE | $2,555 | $4,538-43.7% | $3,817-33.1% | $6,400-60.1% |
| Admin fee / account holder | $1,093 | $4,582-76.1% | $3,224-66.1% | $11,426-90.4% |