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 | $39,196 | $72,404-45.9% | $110,238-64.4% | $64,186-38.9% |
| Participation rate | 45.5% | 73.3%-27.9pp | 79.8%-34.4pp | 69.6%-24.1pp |
| Annual return | -8.33% | -6.29%-2.0pp | 314.74%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,677 | $3,469-22.8% | $4,672-42.7% | $3,470-22.9% |
| Admin fee / account holder | $2,322 | $5,664-59.0% | $8,547-72.8% | $4,888-52.5% |