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 | $25,357 | $72,177-64.9% | $115,037-78.0% | $59,632-57.5% |
| Participation rate | 48.3% | 72.6%-24.3pp | 81.4%-33.1pp | 68.7%-20.4pp |
| Annual return | -6.94% | 12.02%-19.0pp | 26.14%-33.1pp | 2041.28%-2048.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,399 | $4,783+33.8% | $6,026+6.2% | $3,192+100.5% |
| Admin fee / account holder | $537 | $4,927-89.1% | $8,175-93.4% | $4,297-87.5% |