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 | $74,432 | $57,354+29.8% | $83,848-11.2% | $64,186+16.0% |
| Participation rate | 14.0% | 68.6%-54.7pp | 76.1%-62.2pp | 69.6%-55.6pp |
| Annual return | -10.87% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $702 | $2,545-72.4% | $3,631-80.7% | $2,381-70.5% |
| Participant deferral / active EE | $1,855 | $2,993-38.0% | $4,082-54.5% | $3,470-46.5% |
| Admin fee / account holder | $1,807 | $4,046-55.3% | $5,478-67.0% | $4,888-63.0% |