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 | $106,029 | $59,805+77.3% | $79,550+33.3% | $68,494+54.8% |
| Participation rate | 22.9% | 61.1%-38.2pp | 69.5%-46.6pp | 67.9%-45.0pp |
| Annual return | -20.58% | -12.30%-8.3pp | 0.16%-20.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $499 | $1,505-66.9% | $2,413-79.3% | $2,596-80.8% |
| Participant deferral / active EE | $2,482 | $3,024-17.9% | $3,985-37.7% | $4,027-38.4% |
| Admin fee / account holder | $2,351 | $4,835-51.4% | $6,832-65.6% | $5,403-56.5% |