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 | $47,977 | $76,912-37.6% | $129,110-62.8% | $68,494-30.0% |
| Participation rate | 66.7% | 69.1%-2.5pp | 77.3%-10.6pp | 67.9%-1.2pp |
| Annual return | -19.18% | -9.78%-9.4pp | -10.94%-8.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,582 | $3,243-51.2% | $5,052-68.7% | $2,596-39.0% |
| Participant deferral / active EE | $2,621 | $4,732-44.6% | $6,542-59.9% | $4,027-34.9% |
| Admin fee / account holder | $1,508 | $6,638-77.3% | $14,302-89.5% | $5,403-72.1% |