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 5-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 | $55,263 | $86,699-36.3% | $73,307-24.6% | $125,391-55.9% |
| Participation rate | 64.7% | 78.6%-13.9pp | 74.9%-10.2pp | 83.2%-18.5pp |
| Annual return | -5.56% | 2.78%-8.3pp | 5.67%-11.2pp | 282.22%-287.8pp |
| Employer contribution / active EE | $752 | $4,152-81.9% | $3,237-76.8% | $4,866-84.5% |
| Participant deferral / active EE | $7,776 | $5,550+40.1% | $4,991+55.8% | $5,352+45.3% |
| Admin fee / account holder | $4,226 | $7,771-45.6% | $5,637-25.0% | $9,540-55.7% |