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 | $39,964 | $93,571-57.3% | $135,903-70.6% | $75,163-46.8% |
| Participation rate | 66.1% | 75.2%-9.1pp | 81.9%-15.8pp | 67.2%-1.1pp |
| Annual return | -8.29% | 30.90%-39.2pp | 68.23%-76.5pp | 160.62%-168.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,322 | $6,404+92.4% | $7,758+58.8% | $4,125+198.7% |
| Admin fee / account holder | $2,790 | $6,975-60.0% | $10,762-74.1% | $5,651-50.6% |