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 | $32,659 | $72,404-54.9% | $110,238-70.4% | $64,186-49.1% |
| Participation rate | 40.5% | 73.3%-32.9pp | 79.8%-39.3pp | 69.6%-29.1pp |
| Annual return | -9.25% | -6.29%-3.0pp | 314.74%-324.0pp | 7.63%-16.9pp |
| Employer contribution / active EE | $877 | $2,282-61.5% | $3,826-77.1% | $2,381-63.2% |
| Participant deferral / active EE | $2,925 | $3,469-15.7% | $4,672-37.4% | $3,470-15.7% |
| Admin fee / account holder | $410 | $5,664-92.8% | $8,547-95.2% | $4,888-91.6% |