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 | $34,174 | $72,277-52.7% | $101,248-66.2% | $79,858-57.2% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | -10.13% | 22.30%-32.4pp | 46.47%-56.6pp | 31.71%-41.8pp |
| Employer contribution / active EE | $13,485 | $2,692+401.0% | $3,660+268.5% | $2,471+445.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,916 | $4,400+148.1% | $5,945+83.6% | $5,306+105.7% |