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 | $54,543 | $66,302-17.7% | $110,238-50.5% | $56,287-3.1% |
| Participation rate | 56.0% | 74.9%-18.9pp | 79.8%-23.8pp | 69.9%-13.9pp |
| Annual return | -7.21% | -1.18%-6.0pp | 314.74%-322.0pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,542 | $2,047-24.7% | $3,826-59.7% | $2,111-27.0% |
| Participant deferral / active EE | $3,013 | $3,381-10.9% | $4,672-35.5% | $3,350-10.0% |
| Admin fee / account holder | $465 | $698-33.4% | $8,547-94.6% | $521-10.7% |