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 | $80,073 | $131,829-39.3% | $108,579-26.3% | $273,961-70.8% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | -0.88% | -91.57%+90.7pp | -51.70%+50.8pp | 41.45%-42.3pp |
| Employer contribution / active EE | $928 | $4,912-81.1% | $3,758-75.3% | $4,869-80.9% |
| Participant deferral / active EE | $1,679 | $5,127-67.3% | $4,311-61.1% | $5,287-68.2% |
| Admin fee / account holder | $893 | $10,252-91.3% | $7,645-88.3% | $10,132-91.2% |