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 | $56,060 | $72,404-22.6% | $110,238-49.1% | $64,186-12.7% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.6%-21.2pp |
| Annual return | -11.42% | -6.29%-5.1pp | 314.74%-326.2pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,749 | $2,282-23.3% | $3,826-54.3% | $2,381-26.5% |
| Participant deferral / active EE | $2,560 | $3,469-26.2% | $4,672-45.2% | $3,470-26.2% |
| Admin fee / account holder | $1,018 | $5,664-82.0% | $8,547-88.1% | $4,888-79.2% |