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 | $46,417 | $167,307-72.3% | $143,757-67.7% | $134,475-65.5% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -22.45% | 0.46%-22.9pp | -0.04%-22.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,416 | $5,619-74.8% | $4,951-71.4% | $4,740-70.1% |
| Participant deferral / active EE | $2,705 | $6,446-58.0% | $5,637-52.0% | $6,400-57.7% |
| Admin fee / account holder | $320 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |