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 | $29,804 | $64,707-53.9% | $112,228-73.4% | $68,494-56.5% |
| Participation rate | 62.1% | 67.2%-5.0pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -24.36% | -11.40%-13.0pp | 27.45%-51.8pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,851 | $2,746-32.6% | $3,635-49.1% | $2,596-28.7% |
| Participant deferral / active EE | $2,713 | $3,565-23.9% | $4,728-42.6% | $4,027-32.6% |
| Admin fee / account holder | $2,099 | $5,232-59.9% | $6,410-67.3% | $5,403-61.1% |