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 | $44,479 | $92,222-51.8% | $76,768-42.1% | $135,375-67.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -10.63% | 5.46%-16.1pp | 2.43%-13.1pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,034 | $3,216-5.7% | $2,485+22.1% | $4,779-36.5% |
| Participant deferral / active EE | $4,407 | $4,509-2.3% | $3,852+14.4% | $5,609-21.4% |
| Admin fee / account holder | $305 | $10,748-97.2% | $6,675-95.4% | $10,827-97.2% |