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 | $29,458 | $57,354-48.6% | $83,848-64.9% | $64,186-54.1% |
| Participation rate | 24.1% | 68.6%-44.5pp | 76.1%-52.0pp | 69.6%-45.4pp |
| Annual return | -8.90% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $556 | $2,545-78.1% | $3,631-84.7% | $2,381-76.6% |
| Participant deferral / active EE | $1,311 | $2,993-56.2% | $4,082-67.9% | $3,470-62.2% |
| Admin fee / account holder | $2,434 | $4,046-39.8% | $5,478-55.6% | $4,888-50.2% |