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 | $39,670 | $94,529-58.0% | $140,016-71.7% | $64,186-38.2% |
| Participation rate | 24.5% | 84.1%-59.6pp | 87.5%-63.0pp | 69.6%-45.0pp |
| Annual return | -10.35% | 7.77%-18.1pp | 651.12%-661.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,004 | $5,250-42.8% | $6,927-56.6% | $3,470-13.4% |
| Admin fee / account holder | $663 | $6,741-90.2% | $10,705-93.8% | $4,888-86.4% |