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 | $53,371 | $82,286-35.1% | $68,791-22.4% | $134,475-60.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -26.38% | -2.19%-24.2pp | -6.38%-20.0pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,675 | $3,301-49.3% | $2,655-36.9% | $4,740-64.7% |
| Participant deferral / active EE | $4,361 | $4,739-8.0% | $3,941+10.6% | $6,400-31.9% |
| Admin fee / account holder | $884 | $6,481-86.4% | $4,932-82.1% | $11,426-92.3% |