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 | $42,425 | $59,805-29.1% | $79,550-46.7% | $68,494-38.1% |
| Participation rate | 42.6% | 61.1%-18.5pp | 69.5%-26.9pp | 67.9%-25.3pp |
| Annual return | -21.60% | -12.30%-9.3pp | 0.16%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,002 | $1,505-33.4% | $2,413-58.5% | $2,596-61.4% |
| Participant deferral / active EE | $1,608 | $3,024-46.8% | $3,985-59.6% | $4,027-60.1% |
| Admin fee / account holder | $582 | $4,835-88.0% | $6,832-91.5% | $5,403-89.2% |