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 | $29,143 | $56,897-48.8% | $84,750-65.6% | $62,891-53.7% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.6%-22.0pp | 69.3%-14.8pp |
| Annual return | -18.18% | 6.30%-24.5pp | 22.78%-41.0pp | 20.14%-38.3pp |
| Employer contribution / active EE | $1,694 | $2,400-29.4% | $3,574-52.6% | $2,281-25.7% |
| Participant deferral / active EE | $3,139 | $2,709+15.9% | $3,712-15.4% | $3,203-2.0% |
| Admin fee / account holder | $670 | $3,581-81.3% | $5,332-87.4% | $4,296-84.4% |