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 | $50,096 | $59,805-16.2% | $79,550-37.0% | $68,494-26.9% |
| Participation rate | 22.8% | 61.1%-38.3pp | 69.5%-46.7pp | 67.9%-45.1pp |
| Annual return | -19.76% | -12.30%-7.5pp | 0.16%-19.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $705 | $1,505-53.2% | $2,413-70.8% | $2,596-72.9% |
| Participant deferral / active EE | $2,201 | $3,024-27.2% | $3,985-44.8% | $4,027-45.3% |
| Admin fee / account holder | $4,003 | $4,835-17.2% | $6,832-41.4% | $5,403-25.9% |