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 | $80,553 | $82,664-2.6% | $125,339-35.7% | $68,494+17.6% |
| Participation rate | 41.0% | 75.0%-34.1pp | 82.4%-41.4pp | 67.9%-26.9pp |
| Annual return | -20.11% | -5.97%-14.1pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,510 | $3,381-55.3% | $4,814-68.6% | $2,596-41.8% |
| Participant deferral / active EE | $3,032 | $6,110-50.4% | $7,446-59.3% | $4,027-24.7% |
| Admin fee / account holder | $748 | $6,275-88.1% | $10,010-92.5% | $5,403-86.2% |