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 5-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 | $63,314 | $175,202-63.9% | $149,673-57.7% | $139,434-54.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -5.65% | 166.71%-172.4pp | 134.42%-140.1pp | 372.94%-378.6pp |
| Employer contribution / active EE | $2,803 | $5,474-48.8% | $4,818-41.8% | $4,751-41.0% |
| Participant deferral / active EE | $4,472 | $6,519-31.4% | $5,680-21.3% | $6,710-33.4% |
| Admin fee / account holder | $385 | $16,150-97.6% | $13,210-97.1% | $11,403-96.6% |