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 | $31,628 | $54,541-42.0% | $78,778-59.9% | $70,131-54.9% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | -0.17% | 21.07%-21.2pp | 35.62%-35.8pp | 73.14%-73.3pp |
| Employer contribution / active EE | $716 | $1,089-34.2% | $1,986-63.9% | $2,342-69.4% |
| Participant deferral / active EE | $1,074 | $2,210-51.4% | $2,958-63.7% | $3,332-67.8% |
| Admin fee / account holder | $1,715 | $3,709-53.8% | $5,134-66.6% | $4,645-63.1% |