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 | $39,052 | $66,302-41.1% | $110,238-64.6% | $56,287-30.6% |
| Participation rate | 49.6% | 74.9%-25.3pp | 79.8%-30.2pp | 69.9%-20.3pp |
| Annual return | -9.71% | -1.18%-8.5pp | 314.74%-324.4pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,852 | $2,047-9.6% | $3,826-51.6% | $2,111-12.3% |
| Participant deferral / active EE | $2,832 | $3,381-16.3% | $4,672-39.4% | $3,350-15.5% |
| Admin fee / account holder | $2,227 | $698+218.9% | $8,547-73.9% | $521+327.6% |