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 | $48,344 | $48,076+0.6% | $78,689-38.6% | $62,891-23.1% |
| Participation rate | 24.6% | 65.2%-40.6pp | 73.6%-48.9pp | 69.3%-44.7pp |
| Annual return | -6.35% | 31.35%-37.7pp | 62.18%-68.5pp | 20.14%-26.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,622 | $2,588-37.3% | $3,517-53.9% | $3,203-49.4% |
| Admin fee / account holder | $1,968 | $3,207-38.6% | $4,510-56.4% | $4,296-54.2% |