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 | $41,068 | $71,883-42.9% | $86,677-52.6% | $68,494-40.0% |
| Participation rate | 28.6% | 72.2%-43.7pp | 76.6%-48.0pp | 67.9%-39.3pp |
| Annual return | -25.40% | 3.52%-28.9pp | 35.91%-61.3pp | -7.84%-17.6pp |
| Employer contribution / active EE | $676 | $2,173-68.9% | $2,836-76.2% | $2,596-73.9% |
| Participant deferral / active EE | $1,992 | $3,779-47.3% | $4,656-57.2% | $4,027-50.5% |
| Admin fee / account holder | $1,705 | $6,112-72.1% | $7,493-77.2% | $5,403-68.4% |