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 5-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 | $51,544 | $177,572-71.0% | $154,803-66.7% | $142,382-63.8% |
| Participation rate | 35.3% | 82.1%-46.8pp | 78.1%-42.8pp | 80.1%-44.8pp |
| Annual return | -5.65% | 65.07%-70.7pp | 58.88%-64.5pp | 217.08%-222.7pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,301 | $6,272+0.5% | $5,540+13.7% | $6,507-3.2% |
| Admin fee / account holder | $7,354 | $16,786-56.2% | $14,329-48.7% | $12,624-41.7% |