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 | $19,492 | $82,664-76.4% | $125,339-84.4% | $68,494-71.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -21.85% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,950 | $3,381-42.3% | $4,814-59.5% | $2,596-24.9% |
| Participant deferral / active EE | $3,162 | $6,110-48.3% | $7,446-57.5% | $4,027-21.5% |
| Admin fee / account holder | $1,582 | $6,275-74.8% | $10,010-84.2% | $5,403-70.7% |