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 | $22,493 | $57,354-60.8% | $83,848-73.2% | $64,186-65.0% |
| Participation rate | 53.3% | 68.6%-15.3pp | 76.1%-22.8pp | 69.6%-16.2pp |
| Annual return | -9.58% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,609 | $2,545-36.8% | $3,631-55.7% | $2,381-32.4% |
| Participant deferral / active EE | $2,730 | $2,993-8.8% | $4,082-33.1% | $3,470-21.3% |
| Admin fee / account holder | $570 | $4,046-85.9% | $5,478-89.6% | $4,888-88.3% |