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 | $27,544 | $90,503-69.6% | $78,689-65.0% | $273,961-89.9% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | -19.31% | 75.60%-94.9pp | 62.18%-81.5pp | 41.45%-60.8pp |
| Employer contribution / active EE | $367 | $3,176-88.5% | $2,851-87.1% | $4,869-92.5% |
| Participant deferral / active EE | $3,806 | $3,901-2.4% | $3,517+8.2% | $5,287-28.0% |
| Admin fee / account holder | $8,710 | $5,263+65.5% | $4,510+93.1% | $10,132-14.0% |