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 | $35,891 | $92,222-61.1% | $76,768-53.2% | $135,375-73.5% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -9.54% | 5.46%-15.0pp | 2.43%-12.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,256 | $3,216-60.9% | $2,485-49.5% | $4,779-73.7% |
| Participant deferral / active EE | $3,082 | $4,509-31.6% | $3,852-20.0% | $5,609-45.0% |
| Admin fee / account holder | $406 | $10,748-96.2% | $6,675-93.9% | $10,827-96.2% |