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 | $79,477 | $127,386-37.6% | $115,037-30.9% | $125,391-36.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -7.97% | 31.28%-39.2pp | 26.14%-34.1pp | 282.22%-290.2pp |
| Employer contribution / active EE | $1,449 | $5,166-71.9% | $4,608-68.5% | $4,866-70.2% |
| Participant deferral / active EE | $4,683 | $6,423-27.1% | $6,026-22.3% | $5,352-12.5% |
| Admin fee / account holder | $4,320 | $9,516-54.6% | $8,175-47.2% | $9,540-54.7% |