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 | $24,857 | $57,354-56.7% | $83,848-70.4% | $64,186-61.3% |
| Participation rate | 61.0% | 68.6%-7.6pp | 76.1%-15.2pp | 69.6%-8.6pp |
| Annual return | -11.37% | 11.38%-22.8pp | 850.88%-862.3pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,479 | $2,545-41.9% | $3,631-59.3% | $2,381-37.9% |
| Participant deferral / active EE | $2,713 | $2,993-9.3% | $4,082-33.5% | $3,470-21.8% |
| Admin fee / account holder | $369 | $4,046-90.9% | $5,478-93.3% | $4,888-92.5% |