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 | $43,908 | $99,341-55.8% | $84,750-48.2% | $273,961-84.0% |
| Participation rate | 44.4% | 80.7%-36.2pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | -21.68% | 22.93%-44.6pp | 22.78%-44.5pp | 41.45%-63.1pp |
| Employer contribution / active EE | $864 | $4,214-79.5% | $3,574-75.8% | $4,869-82.2% |
| Participant deferral / active EE | $1,755 | $4,269-58.9% | $3,712-52.7% | $5,287-66.8% |
| Admin fee / account holder | $1,644 | $6,644-75.3% | $5,332-69.2% | $10,132-83.8% |