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 | $47,389 | $81,900-42.1% | $119,609-60.4% | $68,494-30.8% |
| Participation rate | 40.9% | 71.9%-31.0pp | 79.3%-38.4pp | 67.9%-27.0pp |
| Annual return | -19.20% | -23.82%+4.6pp | -14.97%-4.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $935 | $2,693-65.3% | $4,232-77.9% | $2,596-64.0% |
| Participant deferral / active EE | $2,533 | $4,148-38.9% | $5,602-54.8% | $4,027-37.1% |
| Admin fee / account holder | $6,470 | $6,582-1.7% | $10,323-37.3% | $5,403+19.8% |