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 | $20,430 | $99,341-79.4% | $84,750-75.9% | $273,961-92.5% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | -7.02% | 22.93%-29.9pp | 22.78%-29.8pp | 41.45%-48.5pp |
| Employer contribution / active EE | $1,782 | $4,214-57.7% | $3,574-50.1% | $4,869-63.4% |
| Participant deferral / active EE | $3,710 | $4,269-13.1% | $3,7120% | $5,287-29.8% |
| Admin fee / account holder | $2,057 | $6,644-69.0% | $5,332-61.4% | $10,132-79.7% |