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 | $30,811 | $81,900-62.4% | $119,609-74.2% | $68,494-55.0% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -19.49% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,656 | $2,693-38.5% | $4,232-60.9% | $2,596-36.2% |
| Participant deferral / active EE | $5,749 | $4,148+38.6% | $5,602+2.6% | $4,027+42.8% |
| Admin fee / account holder | $1,186 | $6,582-82.0% | $10,323-88.5% | $5,403-78.0% |