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 | $15,001 | $76,000-80.3% | $154,107-90.3% | $64,186-76.6% |
| Participation rate | 59.3% | 70.4%-11.2pp | 83.0%-23.8pp | 69.6%-10.3pp |
| Annual return | -11.50% | 30.32%-41.8pp | 735.12%-746.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,752 | $3,351-47.7% | $5,298-66.9% | $2,381-26.4% |
| Participant deferral / active EE | $2,985 | $3,175-6.0% | $5,081-41.2% | $3,470-14.0% |
| Admin fee / account holder | $882 | $5,596-84.2% | $13,411-93.4% | $4,888-82.0% |