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 | $51,410 | $99,032-48.1% | $80,019-35.8% | $135,375-62.0% |
| Participation rate | 17.4% | 78.4%-61.0pp | 75.8%-58.4pp | 82.6%-65.2pp |
| Annual return | -9.51% | 15.39%-24.9pp | 11.22%-20.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $513 | $3,043-83.1% | $2,468-79.2% | $4,779-89.3% |
| Participant deferral / active EE | $1,837 | $4,282-57.1% | $3,686-50.2% | $5,609-67.2% |
| Admin fee / account holder | $1,919 | $10,436-81.6% | $6,521-70.6% | $10,827-82.3% |