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 | $78,797 | $107,791-26.9% | $90,645-13.1% | $135,375-41.8% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -11.94% | -0.90%-11.0pp | 1.88%-13.8pp | 519.73%-531.7pp |
| Employer contribution / active EE | $667 | $3,018-77.9% | $2,532-73.6% | $4,779-86.0% |
| Participant deferral / active EE | $3,692 | $3,872-4.6% | $3,425+7.8% | $5,609-34.2% |
| Admin fee / account holder | $1,983 | $5,930-66.6% | $4,994-60.3% | $10,827-81.7% |