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 | $49,908 | $49,177+1.5% | $79,464-37.2% | $64,186-22.2% |
| Participation rate | 56.7% | 65.0%-8.3pp | 73.3%-16.6pp | 69.6%-12.9pp |
| Annual return | -8.11% | -1.16%-6.9pp | 718.14%-726.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $759 | $2,076-63.4% | $2,800-72.9% | $2,381-68.1% |
| Participant deferral / active EE | $2,567 | $2,821-9.0% | $3,704-30.7% | $3,470-26.0% |
| Admin fee / account holder | $1,717 | $3,839-55.3% | $5,113-66.4% | $4,888-64.9% |