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 | $71,906 | $92,222-22.0% | $76,768-6.3% | $135,375-46.9% |
| Participation rate | 35.3% | 79.8%-44.5pp | 77.0%-41.7pp | 82.6%-47.3pp |
| Annual return | -10.87% | 5.46%-16.3pp | 2.43%-13.3pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,066 | $3,216-66.8% | $2,485-57.1% | $4,779-77.7% |
| Participant deferral / active EE | $3,488 | $4,509-22.6% | $3,852-9.4% | $5,609-37.8% |
| Admin fee / account holder | $626 | $10,748-94.2% | $6,675-90.6% | $10,827-94.2% |