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 10-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 | $17,455 | $28,109-37.9% | $71,086-75.4% | $56,287-69.0% |
| Participation rate | 26.7% | 40.4%-13.7pp | 54.7%-27.9pp | 69.9%-43.1pp |
| Annual return | -8.58% | -615.05%+606.5pp | 650.59%-659.2pp | -9.96%+1.4pp |
| Employer contribution / active EE | $636 | $558+14.1% | $1,088-41.5% | $2,111-69.9% |
| Participant deferral / active EE | $1,481 | $1,116+32.8% | $1,874-21.0% | $3,350-55.8% |
| Admin fee / account holder | $3,492 | $585+497.2% | $3,082+13.3% | $521+570.3% |