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 | $52,485 | $65,061-19.3% | $143,757-63.5% | $66,914-21.6% |
| Participation rate | 49.5% | 65.2%-15.7pp | 80.3%-30.8pp | 69.8%-20.3pp |
| Annual return | -22.85% | -11.14%-11.7pp | -0.04%-22.8pp | 1.58%-24.4pp |
| Employer contribution / active EE | $1,247 | $2,361-47.2% | $4,951-74.8% | $2,544-51.0% |
| Participant deferral / active EE | $1,928 | $2,919-34.0% | $5,637-65.8% | $4,237-54.5% |
| Admin fee / account holder | $3,687 | $502+634.5% | $14,673-74.9% | $593+521.4% |