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 | $58,572 | $92,222-36.5% | $76,768-23.7% | $135,375-56.7% |
| Participation rate | 22.7% | 79.8%-57.0pp | 77.0%-54.2pp | 82.6%-59.9pp |
| Annual return | -10.29% | 5.46%-15.8pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,177 | $3,216-63.4% | $2,485-52.6% | $4,779-75.4% |
| Participant deferral / active EE | $1,680 | $4,509-62.7% | $3,852-56.4% | $5,609-70.0% |
| Admin fee / account holder | $562 | $10,748-94.8% | $6,675-91.6% | $10,827-94.8% |