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 | $47,931 | $73,867-35.1% | $143,757-66.7% | $68,494-30.0% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.8pp | 67.9%-19.4pp |
| Annual return | -29.26% | 1.01%-30.3pp | -0.04%-29.2pp | -7.84%-21.4pp |
| Employer contribution / active EE | $947 | $3,184-70.3% | $4,951-80.9% | $2,596-63.5% |
| Participant deferral / active EE | $2,970 | $3,384-12.2% | $5,637-47.3% | $4,027-26.2% |
| Admin fee / account holder | $956 | $5,755-83.4% | $14,673-93.5% | $5,403-82.3% |