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 | $47,969 | $69,518-31.0% | $59,878-19.9% | $135,375-64.6% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.7%-12.2pp | 82.6%-20.1pp |
| Annual return | -11.80% | 7.94%-19.7pp | 3.46%-15.3pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,374 | $3,235-57.5% | $2,722-49.5% | $4,779-71.3% |
| Participant deferral / active EE | $7,117 | $4,206+69.2% | $3,402+109.2% | $5,609+26.9% |
| Admin fee / account holder | $2,991 | $5,734-47.8% | $3,590-16.7% | $10,827-72.4% |