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 | $42,767 | $76,000-43.7% | $154,107-72.2% | $64,186-33.4% |
| Participation rate | 18.4% | 70.4%-52.0pp | 83.0%-64.6pp | 69.6%-51.1pp |
| Annual return | -11.99% | 30.32%-42.3pp | 735.12%-747.1pp | 7.63%-19.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,398 | $3,175-56.0% | $5,081-72.5% | $3,470-59.7% |
| Admin fee / account holder | $1,797 | $5,596-67.9% | $13,411-86.6% | $4,888-63.2% |