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 | $55,120 | $72,177-23.6% | $115,037-52.1% | $59,632-7.6% |
| Participation rate | 61.7% | 72.6%-10.9pp | 81.4%-19.7pp | 68.7%-7.0pp |
| Annual return | -4.33% | 12.02%-16.3pp | 26.14%-30.5pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $1,452 | $2,841-48.9% | $4,608-68.5% | $2,203-34.1% |
| Participant deferral / active EE | $2,811 | $4,783-41.2% | $6,026-53.4% | $3,192-11.9% |
| Admin fee / account holder | $3,451 | $4,927-30.0% | $8,175-57.8% | $4,297-19.7% |