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 | $50,900 | $127,386-60.0% | $115,037-55.8% | $125,391-59.4% |
| Participation rate | 18.2% | 84.2%-66.0pp | 81.4%-63.2pp | 83.2%-65.0pp |
| Annual return | -4.92% | 31.28%-36.2pp | 26.14%-31.1pp | 282.22%-287.1pp |
| Employer contribution / active EE | $995 | $5,166-80.7% | $4,608-78.4% | $4,866-79.5% |
| Participant deferral / active EE | $2,415 | $6,423-62.4% | $6,026-59.9% | $5,352-54.9% |
| Admin fee / account holder | $691 | $9,516-92.7% | $8,175-91.5% | $9,540-92.8% |