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 | $10,613 | $40,256-73.6% | $57,343-81.5% | $59,632-82.2% |
| Participation rate | 31.6% | 69.2%-37.6pp | 75.1%-43.5pp | 68.7%-37.1pp |
| Annual return | -10.10% | 27.49%-37.6pp | 24.39%-34.5pp | 2041.28%-2051.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,479 | $2,399-38.3% | $3,162-53.2% | $3,192-53.6% |
| Admin fee / account holder | $1,094 | $2,818-61.2% | $3,356-67.4% | $4,297-74.5% |