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 | $38,400 | $71,883-46.6% | $86,677-55.7% | $68,494-43.9% |
| Participation rate | 52.1% | 72.2%-20.1pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -19.36% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $937 | $2,173-56.9% | $2,836-67.0% | $2,596-63.9% |
| Participant deferral / active EE | $4,859 | $3,779+28.6% | $4,656+4.4% | $4,027+20.6% |
| Admin fee / account holder | $1,281 | $6,112-79.0% | $7,493-82.9% | $5,403-76.3% |