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 | $27,215 | $115,770-76.5% | $101,248-73.1% | $158,922-82.9% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | -2.06% | 56.14%-58.2pp | 46.47%-48.5pp | 302.83%-304.9pp |
| Employer contribution / active EE | $1,143 | $4,175-72.6% | $3,660-68.8% | $4,761-76.0% |
| Participant deferral / active EE | $2,046 | $4,957-58.7% | $4,370-53.2% | $5,982-65.8% |
| Admin fee / account holder | $895 | $7,245-87.6% | $5,945-84.9% | $11,246-92.0% |