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 | $33,819 | $59,107-42.8% | $86,436-60.9% | $68,494-50.6% |
| Participation rate | 41.5% | 75.2%-33.7pp | 80.3%-38.8pp | 67.9%-26.4pp |
| Annual return | -20.38% | -0.23%-20.2pp | 4394.89%-4415.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,482 | $5,901+9.8% | $6,952-6.8% | $4,027+60.9% |
| Admin fee / account holder | $2,121 | $5,637-62.4% | $6,731-68.5% | $5,403-60.8% |