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 7-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 | $55,220 | $87,166-36.6% | $76,735-28.0% | $137,256-59.8% |
| Participation rate | 15.8% | 74.4%-58.6pp | 69.5%-53.7pp | 80.0%-64.2pp |
| Annual return | -10.32% | 26.50%-36.8pp | 29.77%-40.1pp | 220.34%-230.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,330 | $4,726-29.5% | $4,088-18.5% | $6,407-48.0% |
| Admin fee / account holder | $12,929 | $8,403+53.9% | $7,189+79.8% | $12,270+5.4% |