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 | $56,222 | $69,010-18.5% | $159,960-64.9% | $68,494-17.9% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-14.9pp | 67.9%-4.8pp |
| Annual return | -20.27% | -9.65%-10.6pp | 408.60%-428.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,432 | $2,213-35.3% | $4,226-66.1% | $2,596-44.8% |
| Participant deferral / active EE | $2,914 | $4,212-30.8% | $6,182-52.9% | $4,027-27.6% |
| Admin fee / account holder | $727 | $4,798-84.8% | $8,698-91.6% | $5,403-86.5% |