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 | $31,754 | $57,354-44.6% | $83,848-62.1% | $64,186-50.5% |
| Participation rate | 44.1% | 68.6%-24.5pp | 76.1%-32.0pp | 69.6%-25.5pp |
| Annual return | -9.26% | 11.38%-20.6pp | 850.88%-860.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,227 | $2,545-51.8% | $3,631-66.2% | $2,381-48.4% |
| Participant deferral / active EE | $1,641 | $2,993-45.2% | $4,082-59.8% | $3,470-52.7% |
| Admin fee / account holder | $734 | $4,046-81.8% | $5,478-86.6% | $4,888-85.0% |