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 | $60,329 | $113,935-47.0% | $94,224-36.0% | $125,391-51.9% |
| Participation rate | 54.5% | 82.9%-28.3pp | 78.8%-24.2pp | 83.2%-28.6pp |
| Annual return | -4.55% | 5.29%-9.8pp | 10.68%-15.2pp | 282.22%-286.8pp |
| Employer contribution / active EE | $2,982 | $4,727-36.9% | $3,587-16.9% | $4,866-38.7% |
| Participant deferral / active EE | $5,057 | $5,179-2.3% | $4,320+17.1% | $5,352-5.5% |
| Admin fee / account holder | $6,339 | $8,391-24.5% | $6,269+1.1% | $9,540-33.6% |