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 | $35,217 | $77,813-54.7% | $123,544-71.5% | $64,186-45.1% |
| Participation rate | 57.8% | 74.7%-16.9pp | 82.3%-24.5pp | 69.6%-11.7pp |
| Annual return | -8.35% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $917 | $3,014-69.6% | $4,628-80.2% | $2,381-61.5% |
| Participant deferral / active EE | $2,347 | $5,240-55.2% | $6,426-63.5% | $3,470-32.4% |
| Admin fee / account holder | $816 | $5,519-85.2% | $9,284-91.2% | $4,888-83.3% |