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 7-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 | $32,008 | $66,302-51.7% | $110,238-71.0% | $56,287-43.1% |
| Participation rate | 36.5% | 74.9%-38.4pp | 79.8%-43.3pp | 69.9%-33.3pp |
| Annual return | -9.36% | -1.18%-8.2pp | 314.74%-324.1pp | -9.96%+0.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,271 | $3,381-32.8% | $4,672-51.4% | $3,350-32.2% |
| Admin fee / account holder | $593 | $698-15.2% | $8,547-93.1% | $521+13.8% |