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 | $13,088 | $48,046-72.8% | $84,611-84.5% | $72,985-82.1% |
| Participation rate | 37.8% | 57.6%-19.8pp | 68.2%-30.5pp | 69.5%-31.7pp |
| Annual return | -0.59% | 37.38%-38.0pp | 258.74%-259.3pp | 81.00%-81.6pp |
| Employer contribution / active EE | $1,068 | $1,602-33.3% | $2,652-59.7% | $2,440-56.2% |
| Participant deferral / active EE | $2,388 | $2,680-10.9% | $3,899-38.8% | $3,607-33.8% |
| Admin fee / account holder | $5,946 | $3,395+75.2% | $4,912+21.0% | $5,124+16.0% |