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 | $85,647 | $52,519+63.1% | $155,790-45.0% | $59,632+43.6% |
| Participation rate | 10.5% | 61.7%-51.2pp | 76.1%-65.6pp | 68.7%-58.1pp |
| Annual return | -6.44% | 53.51%-60.0pp | 71.54%-78.0pp | 2041.28%-2047.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,099 | $3,084-64.4% | $4,797-77.1% | $3,192-65.6% |
| Admin fee / account holder | $1,431 | $3,540-59.6% | $7,478-80.9% | $4,297-66.7% |