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 | $64,079 | $106,543-39.9% | $91,220-29.8% | $134,475-52.3% |
| Participation rate | 46.2% | 76.8%-30.7pp | 73.2%-27.0pp | 81.2%-35.1pp |
| Annual return | -23.94% | 160.60%-184.5pp | 114.01%-138.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $311 | $3,331-90.7% | $2,850-89.1% | $4,740-93.4% |
| Participant deferral / active EE | $2,073 | $4,719-56.1% | $4,234-51.0% | $6,400-67.6% |
| Admin fee / account holder | $2,565 | $6,231-58.8% | $5,420-52.7% | $11,426-77.6% |