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 | $38,964 | $131,829-70.4% | $108,579-64.1% | $273,961-85.8% |
| Participation rate | 42.1% | 83.5%-41.3pp | 79.6%-37.5pp | 83.0%-40.9pp |
| Annual return | -1.63% | -91.57%+89.9pp | -51.70%+50.1pp | 41.45%-43.1pp |
| Employer contribution / active EE | $943 | $4,912-80.8% | $3,758-74.9% | $4,869-80.6% |
| Participant deferral / active EE | $2,754 | $5,127-46.3% | $4,311-36.1% | $5,287-47.9% |
| Admin fee / account holder | $1,722 | $10,252-83.2% | $7,645-77.5% | $10,132-83.0% |