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 | $52,041 | $71,883-27.6% | $86,677-40.0% | $68,494-24.0% |
| Participation rate | 42.4% | 72.2%-29.8pp | 76.6%-34.2pp | 67.9%-25.5pp |
| Annual return | -27.19% | 3.52%-30.7pp | 35.91%-63.1pp | -7.84%-19.3pp |
| Employer contribution / active EE | $710 | $2,173-67.3% | $2,836-75.0% | $2,596-72.7% |
| Participant deferral / active EE | $2,308 | $3,779-38.9% | $4,656-50.4% | $4,027-42.7% |
| Admin fee / account holder | $3,396 | $6,112-44.4% | $7,493-54.7% | $5,403-37.1% |