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 | $28,403 | $72,277-60.7% | $101,248-71.9% | $79,858-64.4% |
| Participation rate | 43.6% | 68.5%-24.9pp | 75.8%-32.2pp | 69.6%-26.0pp |
| Annual return | -19.19% | 22.30%-41.5pp | 46.47%-65.7pp | 31.71%-50.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,154 | $3,282-3.9% | $4,370-27.8% | $3,740-15.7% |
| Admin fee / account holder | $1,593 | $4,400-63.8% | $5,945-73.2% | $5,306-70.0% |