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 | $28,479 | $49,177-42.1% | $79,464-64.2% | $64,186-55.6% |
| Participation rate | 20.3% | 65.0%-44.7pp | 73.3%-53.1pp | 69.6%-49.3pp |
| Annual return | -11.35% | -1.16%-10.2pp | 718.14%-729.5pp | 7.63%-19.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,981 | $2,821-29.8% | $3,704-46.5% | $3,470-42.9% |
| Admin fee / account holder | $1,609 | $3,839-58.1% | $5,113-68.5% | $4,888-67.1% |