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 | $42,621 | $51,576-17.4% | $129,207-67.0% | $80,856-47.3% |
| Participation rate | 32.8% | 57.0%-24.1pp | 69.6%-36.8pp | 67.6%-34.8pp |
| Annual return | -0.34% | 20.81%-21.1pp | 9417.33%-9417.7pp | 35.59%-35.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,302 | $2,669-13.7% | $4,168-44.8% | $4,296-46.4% |
| Admin fee / account holder | $63,461 | $4,305+1374.1% | $7,715+722.6% | $6,918+817.3% |