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 | $27,491 | $45,863-40.1% | $77,024-64.3% | $68,494-59.9% |
| Participation rate | 53.8% | 55.9%-2.1pp | 67.9%-14.1pp | 67.9%-14.0pp |
| Annual return | -27.44% | 1.72%-29.2pp | 42.32%-69.8pp | -7.84%-19.6pp |
| Employer contribution / active EE | $1,808 | $1,650+9.6% | $2,812-35.7% | $2,596-30.4% |
| Participant deferral / active EE | $4,019 | $2,962+35.7% | $4,426-9.2% | $4,027-0.2% |
| Admin fee / account holder | $451 | $3,041-85.2% | $5,425-91.7% | $5,403-91.7% |