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 | $33,243 | $135,952-75.5% | $123,892-73.2% | $273,961-87.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | -12.86% | 56.63%-69.5pp | 47.52%-60.4pp | 41.45%-54.3pp |
| Employer contribution / active EE | $2,938 | $5,170-43.2% | $4,617-36.4% | $4,869-39.7% |
| Participant deferral / active EE | $7,818 | $6,343+23.3% | $5,984+30.6% | $5,287+47.9% |
| Admin fee / account holder | $2,066 | $9,817-79.0% | $8,357-75.3% | $10,132-79.6% |