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 | $43,896 | $53,127-17.4% | $86,590-49.3% | $70,131-37.4% |
| Participation rate | 34.1% | 65.3%-31.2pp | 73.5%-39.4pp | 69.5%-35.4pp |
| Annual return | -9.54% | 27.66%-37.2pp | 964.84%-974.4pp | 73.14%-82.7pp |
| Employer contribution / active EE | $340 | $2,068-83.6% | $2,839-88.0% | $2,342-85.5% |
| Participant deferral / active EE | $926 | $2,696-65.7% | $3,609-74.3% | $3,332-72.2% |
| Admin fee / account holder | $3,307 | $3,585-7.8% | $4,906-32.6% | $4,645-28.8% |