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 | $30,923 | $57,354-46.1% | $83,848-63.1% | $64,186-51.8% |
| Participation rate | 43.2% | 68.6%-25.4pp | 76.1%-32.9pp | 69.6%-26.3pp |
| Annual return | -8.95% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,277 | $2,545-49.8% | $3,631-64.8% | $2,381-46.4% |
| Participant deferral / active EE | $4,052 | $2,993+35.4% | $4,082-0.7% | $3,470+16.8% |
| Admin fee / account holder | $1,326 | $4,046-67.2% | $5,478-75.8% | $4,888-72.9% |