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 | $28,932 | $72,404-60.0% | $110,238-73.8% | $64,186-54.9% |
| Participation rate | 49.1% | 73.3%-24.3pp | 79.8%-30.8pp | 69.6%-20.5pp |
| Annual return | -9.28% | -6.29%-3.0pp | 314.74%-324.0pp | 7.63%-16.9pp |
| Employer contribution / active EE | $997 | $2,282-56.3% | $3,826-73.9% | $2,381-58.1% |
| Participant deferral / active EE | $2,566 | $3,469-26.0% | $4,672-45.1% | $3,470-26.1% |
| Admin fee / account holder | $2,954 | $5,664-47.8% | $8,547-65.4% | $4,888-39.6% |