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 | $155,185 | $73,867+110.1% | $143,757+7.9% | $68,494+126.6% |
| Participation rate | 25.6% | 66.7%-41.1pp | 80.3%-54.7pp | 67.9%-42.3pp |
| Annual return | -40.07% | 1.01%-41.1pp | -0.04%-40.0pp | -7.84%-32.2pp |
| Employer contribution / active EE | $822 | $3,184-74.2% | $4,951-83.4% | $2,596-68.4% |
| Participant deferral / active EE | $1,751 | $3,384-48.3% | $5,637-68.9% | $4,027-56.5% |
| Admin fee / account holder | $1,754 | $5,755-69.5% | $14,673-88.0% | $5,403-67.5% |