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 | $55,698 | $127,386-56.3% | $115,037-51.6% | $125,391-55.6% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -5.03% | 31.28%-36.3pp | 26.14%-31.2pp | 282.22%-287.2pp |
| Employer contribution / active EE | $899 | $5,166-82.6% | $4,608-80.5% | $4,866-81.5% |
| Participant deferral / active EE | $13,995 | $6,423+117.9% | $6,026+132.2% | $5,352+161.5% |
| Admin fee / account holder | $791 | $9,516-91.7% | $8,175-90.3% | $9,540-91.7% |