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 | $30,484 | $133,958-77.2% | $112,228-72.8% | $134,475-77.3% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -22.27% | 47.11%-69.4pp | 27.45%-49.7pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,587 | $4,038-60.7% | $3,635-56.3% | $4,740-66.5% |
| Participant deferral / active EE | $3,903 | $5,291-26.2% | $4,728-17.4% | $6,400-39.0% |
| Admin fee / account holder | $663 | $7,489-91.1% | $6,410-89.7% | $11,426-94.2% |