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 | $24,781 | $95,971-74.2% | $74,550-66.8% | $135,375-81.7% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -9.80% | 56.96%-66.8pp | 32.53%-42.3pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,949 | $2,716-28.2% | $1,961-0.6% | $4,779-59.2% |
| Participant deferral / active EE | $3,621 | $3,843-5.8% | $3,108+16.5% | $5,609-35.4% |
| Admin fee / account holder | $1,592 | $6,522-75.6% | $5,060-68.5% | $10,827-85.3% |