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 | $64,582 | $73,933-12.6% | $96,683-33.2% | $75,163-14.1% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.3%-34.3pp | 67.2%-27.2pp |
| Annual return | -7.73% | 26.70%-34.4pp | 35.69%-43.4pp | 160.62%-168.3pp |
| Employer contribution / active EE | $1,395 | $2,928-52.4% | $3,737-62.7% | $2,670-47.8% |
| Participant deferral / active EE | $2,569 | $3,659-29.8% | $4,878-47.3% | $4,125-37.7% |
| Admin fee / account holder | $1,864 | $5,216-64.3% | $6,730-72.3% | $5,651-67.0% |