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 | $52,914 | $211,958-75.0% | $169,463-68.8% | $135,375-60.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.01% | 3.26%-13.3pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $765 | $5,120-85.1% | $4,159-81.6% | $4,779-84.0% |
| Participant deferral / active EE | $8,389 | $6,075+38.1% | $5,277+59.0% | $5,609+49.6% |
| Admin fee / account holder | $654 | $11,471-94.3% | $9,109-92.8% | $10,827-94.0% |