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 | $47,609 | $92,222-48.4% | $76,768-38.0% | $135,375-64.8% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -9.93% | 5.46%-15.4pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $696 | $3,216-78.4% | $2,485-72.0% | $4,779-85.4% |
| Participant deferral / active EE | $3,165 | $4,509-29.8% | $3,852-17.8% | $5,609-43.6% |
| Admin fee / account holder | $3,601 | $10,748-66.5% | $6,675-46.1% | $10,827-66.7% |