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 | $47,219 | $95,971-50.8% | $74,550-36.7% | $135,375-65.1% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -10.46% | 56.96%-67.4pp | 32.53%-43.0pp | 519.73%-530.2pp |
| Employer contribution / active EE | $681 | $2,716-74.9% | $1,961-65.3% | $4,779-85.8% |
| Participant deferral / active EE | $1,555 | $3,843-59.5% | $3,108-50.0% | $5,609-72.3% |
| Admin fee / account holder | $612 | $6,522-90.6% | $5,060-87.9% | $10,827-94.3% |