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 | $38,832 | $131,829-70.5% | $108,579-64.2% | $273,961-85.8% |
| Participation rate | 35.3% | 83.5%-48.2pp | 79.6%-44.3pp | 83.0%-47.7pp |
| Annual return | -10.64% | -91.57%+80.9pp | -51.70%+41.1pp | 41.45%-52.1pp |
| Employer contribution / active EE | $1,415 | $4,912-71.2% | $3,758-62.3% | $4,869-70.9% |
| Participant deferral / active EE | $2,950 | $5,127-42.5% | $4,311-31.6% | $5,287-44.2% |
| Admin fee / account holder | $5,108 | $10,252-50.2% | $7,645-33.2% | $10,132-49.6% |