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 | $24,350 | $81,258-70.0% | $105,218-76.9% | $59,632-59.2% |
| Participation rate | 61.1% | 75.4%-14.4pp | 77.2%-16.2pp | 68.7%-7.6pp |
| Annual return | -5.43% | 1.96%-7.4pp | 5.33%-10.8pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $1,069 | $2,562-58.3% | $3,255-67.2% | $2,203-51.5% |
| Participant deferral / active EE | $2,098 | $3,881-45.9% | $4,867-56.9% | $3,192-34.3% |
| Admin fee / account holder | $693 | $5,841-88.1% | $6,992-90.1% | $4,297-83.9% |