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 | $62,082 | $77,813-20.2% | $123,544-49.7% | $64,186-3.3% |
| Participation rate | 46.2% | 74.7%-28.6pp | 82.3%-36.1pp | 69.6%-23.4pp |
| Annual return | -8.97% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,045 | $3,014-32.2% | $4,628-55.8% | $2,381-14.1% |
| Participant deferral / active EE | $3,482 | $5,240-33.5% | $6,426-45.8% | $3,470+0.4% |
| Admin fee / account holder | $754 | $5,519-86.3% | $9,284-91.9% | $4,888-84.6% |