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 | $24,738 | $46,674-47.0% | $117,472-78.9% | $68,494-63.9% |
| Participation rate | 57.9% | 56.8%+1.1pp | 70.6%-12.7pp | 67.9%-10.0pp |
| Annual return | -20.97% | -14.52%-6.5pp | 29.74%-50.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $888 | $1,505-41.0% | $4,176-78.7% | $2,596-65.8% |
| Participant deferral / active EE | $3,134 | $2,636+18.9% | $4,070-23.0% | $4,027-22.2% |
| Admin fee / account holder | $491 | $4,020-87.8% | $5,645-91.3% | $5,403-90.9% |