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 | $20,454 | $47,977-57.4% | $154,107-86.7% | $56,287-63.7% |
| Participation rate | 51.2% | 66.2%-14.9pp | 83.0%-31.8pp | 69.9%-18.6pp |
| Annual return | -11.43% | 3.54%-15.0pp | 735.12%-746.6pp | -9.96%-1.5pp |
| Employer contribution / active EE | $1,767 | $2,169-18.5% | $5,298-66.6% | $2,111-16.3% |
| Participant deferral / active EE | $3,423 | $2,392+43.1% | $5,081-32.6% | $3,350+2.2% |
| Admin fee / account holder | $698 | $438+59.3% | $13,411-94.8% | $521+34.0% |