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 | $82,437 | $127,386-35.3% | $115,037-28.3% | $125,391-34.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -16.42% | 31.28%-47.7pp | 26.14%-42.6pp | 282.22%-298.6pp |
| Employer contribution / active EE | $2,001 | $5,166-61.3% | $4,608-56.6% | $4,866-58.9% |
| Participant deferral / active EE | $4,974 | $6,423-22.6% | $6,026-17.5% | $5,352-7.1% |
| Admin fee / account holder | $889 | $9,516-90.7% | $8,175-89.1% | $9,540-90.7% |