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 | $41,216 | $92,222-55.3% | $76,768-46.3% | $135,375-69.6% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -9.75% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,179 | $3,216-63.3% | $2,485-52.6% | $4,779-75.3% |
| Participant deferral / active EE | $7,991 | $4,509+77.2% | $3,852+107.5% | $5,609+42.5% |
| Admin fee / account holder | $1,018 | $10,748-90.5% | $6,675-84.8% | $10,827-90.6% |