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 | $43,920 | $127,386-65.5% | $115,037-61.8% | $125,391-65.0% |
| Participation rate | 56.5% | 84.2%-27.6pp | 81.4%-24.8pp | 83.2%-26.7pp |
| Annual return | -3.83% | 31.28%-35.1pp | 26.14%-30.0pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,031 | $5,166-80.0% | $4,608-77.6% | $4,866-78.8% |
| Participant deferral / active EE | $2,665 | $6,423-58.5% | $6,026-55.8% | $5,352-50.2% |
| Admin fee / account holder | $865 | $9,516-90.9% | $8,175-89.4% | $9,540-90.9% |