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 | $20,576 | $142,344-85.5% | $119,609-82.8% | $134,475-84.7% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -20.99% | -12.44%-8.5pp | -14.97%-6.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,470 | $5,222-71.8% | $4,232-65.3% | $4,740-69.0% |
| Participant deferral / active EE | $3,333 | $6,469-48.5% | $5,602-40.5% | $6,400-47.9% |
| Admin fee / account holder | $332 | $13,584-97.6% | $10,323-96.8% | $11,426-97.1% |