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 | $38,686 | $45,152-14.3% | $73,843-47.6% | $59,632-35.1% |
| Participation rate | 35.1% | 64.0%-28.9pp | 73.4%-38.3pp | 68.7%-33.5pp |
| Annual return | -3.32% | 27.40%-30.7pp | 2267.84%-2271.2pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $696 | $1,902-63.4% | $2,787-75.0% | $2,203-68.4% |
| Participant deferral / active EE | $1,087 | $2,574-57.8% | $3,583-69.7% | $3,192-65.9% |
| Admin fee / account holder | $4,848 | $3,516+37.9% | $4,880-0.7% | $4,297+12.8% |