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 | $43,558 | $65,061-33.1% | $143,757-69.7% | $66,914-34.9% |
| Participation rate | 52.5% | 65.2%-12.7pp | 80.3%-27.8pp | 69.8%-17.3pp |
| Annual return | -17.97% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,095 | $2,361-53.6% | $4,951-77.9% | $2,544-56.9% |
| Participant deferral / active EE | $3,546 | $2,919+21.5% | $5,637-37.1% | $4,237-16.3% |
| Admin fee / account holder | $6,718 | $502+1238.4% | $14,673-54.2% | $593+1032.4% |