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 | $34,183 | $92,222-62.9% | $76,768-55.5% | $135,375-74.7% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -18.08% | 5.46%-23.5pp | 2.43%-20.5pp | 519.73%-537.8pp |
| Employer contribution / active EE | $946 | $3,216-70.6% | $2,485-61.9% | $4,779-80.2% |
| Participant deferral / active EE | $2,677 | $4,509-40.6% | $3,852-30.5% | $5,609-52.3% |
| Admin fee / account holder | $2,896 | $10,748-73.1% | $6,675-56.6% | $10,827-73.2% |