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 | $52,701 | $91,538-42.4% | $129,995-59.5% | $75,163-29.9% |
| Participation rate | 62.1% | 71.4%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 9.21% | -631.11%+640.3pp | -137.18%+146.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,868 | $2,845-34.3% | $4,320-56.7% | $2,670-30.0% |
| Participant deferral / active EE | $3,790 | $4,341-12.7% | $5,820-34.9% | $4,125-8.1% |
| Admin fee / account holder | $3,678 | $6,790-45.8% | $10,614-65.3% | $5,651-34.9% |