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 | $42,621 | $55,449-23.1% | $83,848-49.2% | $56,287-24.3% |
| Participation rate | 42.1% | 68.0%-26.0pp | 76.1%-34.1pp | 69.9%-27.8pp |
| Annual return | -7.87% | -1.38%-6.5pp | 850.88%-858.7pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,271 | $2,430-47.7% | $3,631-65.0% | $2,111-39.8% |
| Participant deferral / active EE | $2,210 | $2,935-24.7% | $4,082-45.9% | $3,350-34.0% |
| Admin fee / account holder | $5,569 | $656+748.9% | $5,478+1.7% | $521+969.0% |