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 | $33,476 | $44,850-25.4% | $60,547-44.7% | $59,632-43.9% |
| Participation rate | 42.3% | 59.5%-17.2pp | 68.0%-25.7pp | 68.7%-26.4pp |
| Annual return | -3.06% | 1074.14%-1077.2pp | 335.64%-338.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $1,231 | $1,462-15.8% | $2,419-49.1% | $2,203-44.1% |
| Participant deferral / active EE | $3,246 | $2,230+45.6% | $3,328-2.4% | $3,192+1.7% |
| Admin fee / account holder | $327 | $3,635-91.0% | $4,536-92.8% | $4,297-92.4% |