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 | $69,811 | $92,222-24.3% | $76,768-9.1% | $135,375-48.4% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -10.07% | 5.46%-15.5pp | 2.43%-12.5pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,616 | $3,216-49.8% | $2,485-35.0% | $4,779-66.2% |
| Participant deferral / active EE | $4,119 | $4,509-8.6% | $3,852+6.9% | $5,609-26.6% |
| Admin fee / account holder | $1,323 | $10,748-87.7% | $6,675-80.2% | $10,827-87.8% |