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 | $36,507 | $72,404-49.6% | $110,238-66.9% | $64,186-43.1% |
| Participation rate | 30.0% | 73.3%-43.3pp | 79.8%-49.8pp | 69.6%-39.6pp |
| Annual return | -21.82% | -6.29%-15.5pp | 314.74%-336.6pp | 7.63%-29.5pp |
| Employer contribution / active EE | $1,367 | $2,282-40.1% | $3,826-64.3% | $2,381-42.6% |
| Participant deferral / active EE | $2,592 | $3,469-25.3% | $4,672-44.5% | $3,470-25.3% |
| Admin fee / account holder | $999 | $5,664-82.4% | $8,547-88.3% | $4,888-79.6% |