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 | $42,882 | $70,475-39.2% | $100,516-57.3% | $79,858-46.3% |
| Participation rate | 61.8% | 73.7%-11.9pp | 79.4%-17.6pp | 69.6%-7.9pp |
| Annual return | -5.53% | 21.90%-27.4pp | 30.89%-36.4pp | 31.71%-37.2pp |
| Employer contribution / active EE | $1,756 | $2,165-18.9% | $3,418-48.6% | $2,471-29.0% |
| Participant deferral / active EE | $4,354 | $5,181-16.0% | $6,270-30.6% | $3,740+16.4% |
| Admin fee / account holder | $508 | $4,478-88.7% | $8,081-93.7% | $5,306-90.4% |