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 | $32,068 | $66,302-51.6% | $110,238-70.9% | $56,287-43.0% |
| Participation rate | 39.0% | 74.9%-35.9pp | 79.8%-40.8pp | 69.9%-30.9pp |
| Annual return | -6.95% | -1.18%-5.8pp | 314.74%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $878 | $2,047-57.1% | $3,826-77.1% | $2,111-58.4% |
| Participant deferral / active EE | $1,879 | $3,381-44.4% | $4,672-59.8% | $3,350-43.9% |
| Admin fee / account holder | $315 | $698-54.9% | $8,547-96.3% | $521-39.6% |