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 | $63,680 | $57,354+11.0% | $83,848-24.1% | $64,186-0.8% |
| Participation rate | 22.1% | 68.6%-46.5pp | 76.1%-54.1pp | 69.6%-47.5pp |
| Annual return | -9.01% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $803 | $2,545-68.4% | $3,631-77.9% | $2,381-66.3% |
| Participant deferral / active EE | $2,047 | $2,993-31.6% | $4,082-49.8% | $3,470-41.0% |
| Admin fee / account holder | $1,805 | $4,046-55.4% | $5,478-67.0% | $4,888-63.1% |