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 | $39,666 | $45,283-12.4% | $155,790-74.5% | $52,331-24.2% |
| Participation rate | 35.7% | 62.2%-26.5pp | 76.1%-40.4pp | 68.1%-32.5pp |
| Annual return | -3.46% | 1.80%-5.3pp | 71.54%-75.0pp | 4.54%-8.0pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,836-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,724 | $2,854-4.6% | $4,797-43.2% | $3,022-9.9% |
| Admin fee / account holder | $997 | $981+1.6% | $7,478-86.7% | $592+68.5% |