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 | $45,269 | $72,404-37.5% | $110,238-58.9% | $64,186-29.5% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.2pp | 69.6%-16.0pp |
| Annual return | -9.93% | -6.29%-3.6pp | 314.74%-324.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,257 | $2,282-44.9% | $3,826-67.1% | $2,381-47.2% |
| Participant deferral / active EE | $2,672 | $3,469-23.0% | $4,672-42.8% | $3,470-23.0% |
| Admin fee / account holder | $6,590 | $5,664+16.3% | $8,547-22.9% | $4,888+34.8% |