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 | $21,879 | $138,065-84.2% | $123,544-82.3% | $135,375-83.8% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -9.64% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,057 | $5,151-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $5,958 | $6,799-12.4% | $6,426-7.3% | $5,609+6.2% |
| Admin fee / account holder | $4,061 | $10,916-62.8% | $9,284-56.3% | $10,827-62.5% |