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 | $45,392 | $73,933-38.6% | $96,683-53.1% | $75,163-39.6% |
| Participation rate | 47.5% | 66.4%-18.9pp | 74.3%-26.8pp | 67.2%-19.7pp |
| Annual return | -6.70% | 26.70%-33.4pp | 35.69%-42.4pp | 160.62%-167.3pp |
| Employer contribution / active EE | $1,014 | $2,928-65.4% | $3,737-72.9% | $2,670-62.0% |
| Participant deferral / active EE | $2,110 | $3,659-42.3% | $4,878-56.7% | $4,125-48.8% |
| Admin fee / account holder | $894 | $5,216-82.9% | $6,730-86.7% | $5,651-84.2% |