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 | $23,864 | $49,177-51.5% | $79,464-70.0% | $64,186-62.8% |
| Participation rate | 51.5% | 65.0%-13.5pp | 73.3%-21.8pp | 69.6%-18.1pp |
| Annual return | -9.56% | -1.16%-8.4pp | 718.14%-727.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,524 | $2,076-26.6% | $2,800-45.6% | $2,381-36.0% |
| Participant deferral / active EE | $2,162 | $2,821-23.4% | $3,704-41.6% | $3,470-37.7% |
| Admin fee / account holder | $2,418 | $3,839-37.0% | $5,113-52.7% | $4,888-50.5% |