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 | $34,078 | $99,032-65.6% | $80,019-57.4% | $135,375-74.8% |
| Participation rate | 53.3% | 78.4%-25.0pp | 75.8%-22.5pp | 82.6%-29.3pp |
| Annual return | -10.87% | 15.39%-26.3pp | 11.22%-22.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,455 | $3,043-52.2% | $2,468-41.0% | $4,779-69.6% |
| Participant deferral / active EE | $3,672 | $4,282-14.2% | $3,686-0.4% | $5,609-34.5% |
| Admin fee / account holder | $610 | $10,436-94.2% | $6,521-90.6% | $10,827-94.4% |