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 | $52,045 | $81,900-36.5% | $119,609-56.5% | $68,494-24.0% |
| Participation rate | 61.8% | 71.9%-10.1pp | 79.3%-17.5pp | 67.9%-6.1pp |
| Annual return | -23.52% | -23.82%+0.3pp | -14.97%-8.5pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,660 | $2,693-38.4% | $4,232-60.8% | $2,596-36.0% |
| Participant deferral / active EE | $4,342 | $4,148+4.7% | $5,602-22.5% | $4,027+7.8% |
| Admin fee / account holder | $1,273 | $6,582-80.7% | $10,323-87.7% | $5,403-76.4% |