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 | $22,345 | $92,222-75.8% | $76,768-70.9% | $135,375-83.5% |
| Participation rate | 61.9% | 79.8%-17.9pp | 77.0%-15.1pp | 82.6%-20.7pp |
| Annual return | -10.15% | 5.46%-15.6pp | 2.43%-12.6pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,063 | $3,216-67.0% | $2,485-57.2% | $4,779-77.8% |
| Participant deferral / active EE | $1,912 | $4,509-57.6% | $3,852-50.4% | $5,609-65.9% |
| Admin fee / account holder | $932 | $10,748-91.3% | $6,675-86.0% | $10,827-91.4% |