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 | $24,574 | $77,813-68.4% | $123,544-80.1% | $64,186-61.7% |
| Participation rate | 63.0% | 74.7%-11.7pp | 82.3%-19.3pp | 69.6%-6.6pp |
| Annual return | -10.45% | 12.48%-22.9pp | 119.20%-129.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $912 | $3,014-69.7% | $4,628-80.3% | $2,381-61.7% |
| Participant deferral / active EE | $3,202 | $5,240-38.9% | $6,426-50.2% | $3,470-7.7% |
| Admin fee / account holder | $1,366 | $5,519-75.3% | $9,284-85.3% | $4,888-72.1% |