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 | $100,666 | $82,664+21.8% | $125,339-19.7% | $68,494+47.0% |
| Participation rate | 48.3% | 75.0%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | -19.79% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $869 | $3,381-74.3% | $4,814-82.0% | $2,596-66.5% |
| Participant deferral / active EE | $4,015 | $6,110-34.3% | $7,446-46.1% | $4,027-0.3% |
| Admin fee / account holder | $883 | $6,275-85.9% | $10,010-91.2% | $5,403-83.7% |