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 | $13,536 | $76,000-82.2% | $154,107-91.2% | $64,186-78.9% |
| Participation rate | 51.3% | 70.4%-19.1pp | 83.0%-31.8pp | 69.6%-18.3pp |
| Annual return | -9.69% | 30.32%-40.0pp | 735.12%-744.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $607 | $3,351-81.9% | $5,298-88.5% | $2,381-74.5% |
| Participant deferral / active EE | $1,382 | $3,175-56.5% | $5,081-72.8% | $3,470-60.2% |
| Admin fee / account holder | $309 | $5,596-94.5% | $13,411-97.7% | $4,888-93.7% |