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 | $43,733 | $71,050-38.4% | $93,606-53.3% | $80,856-45.9% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.6%-23.6pp |
| Annual return | -9.07% | 11.26%-20.3pp | 133.20%-142.3pp | 35.59%-44.7pp |
| Employer contribution / active EE | $792 | $1,564-49.3% | $2,420-67.3% | $2,755-71.2% |
| Participant deferral / active EE | $1,998 | $4,034-50.5% | $4,411-54.7% | $4,296-53.5% |
| Admin fee / account holder | $4,994 | $6,945-28.1% | $8,285-39.7% | $6,918-27.8% |