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 | $57,979 | $57,354+1.1% | $83,848-30.9% | $64,186-9.7% |
| Participation rate | 22.7% | 68.6%-45.9pp | 76.1%-53.4pp | 69.6%-46.8pp |
| Annual return | -11.23% | 11.38%-22.6pp | 850.88%-862.1pp | 7.63%-18.9pp |
| Employer contribution / active EE | $897 | $2,545-64.8% | $3,631-75.3% | $2,381-62.3% |
| Participant deferral / active EE | $2,153 | $2,993-28.1% | $4,082-47.2% | $3,470-37.9% |
| Admin fee / account holder | $2,338 | $4,046-42.2% | $5,478-57.3% | $4,888-52.2% |