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 | $17,103 | $57,354-70.2% | $83,848-79.6% | $64,186-73.4% |
| Participation rate | 68.1% | 68.6%-0.5pp | 76.1%-8.1pp | 69.6%-1.5pp |
| Annual return | -8.70% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,213 | $2,545-52.3% | $3,631-66.6% | $2,381-49.0% |
| Participant deferral / active EE | $1,586 | $2,993-47.0% | $4,082-61.1% | $3,470-54.3% |
| Admin fee / account holder | $1,393 | $4,046-65.6% | $5,478-74.6% | $4,888-71.5% |