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 | $22,820 | $77,813-70.7% | $123,544-81.5% | $64,186-64.4% |
| Participation rate | 28.6% | 74.7%-46.1pp | 82.3%-53.7pp | 69.6%-41.0pp |
| Annual return | -12.02% | 12.48%-24.5pp | 119.20%-131.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $894 | $3,014-70.3% | $4,628-80.7% | $2,381-62.4% |
| Participant deferral / active EE | $2,418 | $5,240-53.9% | $6,426-62.4% | $3,470-30.3% |
| Admin fee / account holder | $1,023 | $5,519-81.5% | $9,284-89.0% | $4,888-79.1% |