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 | $39,237 | $46,674-15.9% | $117,472-66.6% | $68,494-42.7% |
| Participation rate | 32.5% | 56.8%-24.3pp | 70.6%-38.1pp | 67.9%-35.4pp |
| Annual return | -22.35% | -14.52%-7.8pp | 29.74%-52.1pp | -7.84%-14.5pp |
| Employer contribution / active EE | $794 | $1,505-47.2% | $4,176-81.0% | $2,596-69.4% |
| Participant deferral / active EE | $3,065 | $2,636+16.3% | $4,070-24.7% | $4,027-23.9% |
| Admin fee / account holder | $2,590 | $4,020-35.6% | $5,645-54.1% | $5,403-52.1% |