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 | $36,935 | $77,813-52.5% | $123,544-70.1% | $64,186-42.5% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.3%-18.7pp | 69.6%-5.9pp |
| Annual return | -9.92% | 12.48%-22.4pp | 119.20%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,876 | $3,014-4.6% | $4,628-37.9% | $2,381+20.8% |
| Participant deferral / active EE | $8,108 | $5,240+54.7% | $6,426+26.2% | $3,470+133.7% |
| Admin fee / account holder | $2,953 | $5,519-46.5% | $9,284-68.2% | $4,888-39.6% |