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 | $23,334 | $84,527-72.4% | $67,711-65.5% | $125,391-81.4% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -19.51% | 2.57%-22.1pp | 25.41%-44.9pp | 282.22%-301.7pp |
| Employer contribution / active EE | $2,511 | $3,292-23.7% | $2,559-1.9% | $4,866-48.4% |
| Participant deferral / active EE | $2,790 | $4,429-37.0% | $3,585-22.2% | $5,352-47.9% |
| Admin fee / account holder | $3,791 | $5,340-29.0% | $4,255-10.9% | $9,540-60.3% |