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 | $49,676 | $181,894-72.7% | $156,549-68.3% | $273,961-81.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | -7.06% | 30.74%-37.8pp | 32.23%-39.3pp | 41.45%-48.5pp |
| Employer contribution / active EE | $4,375 | $6,248-30.0% | $5,501-20.5% | $4,869-10.1% |
| Participant deferral / active EE | $2,644 | $5,550-52.4% | $4,871-45.7% | $5,287-50.0% |
| Admin fee / account holder | $1,460 | $15,559-90.6% | $13,027-88.8% | $10,132-85.6% |