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 | $79,671 | $86,929-8.3% | $102,423-22.2% | $80,856-1.5% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.8pp | 67.6%-28.0pp |
| Annual return | -6.15% | 18.88%-25.0pp | 29.32%-35.5pp | 35.59%-41.7pp |
| Employer contribution / active EE | $1,481 | $2,369-37.5% | $3,023-51.0% | $2,755-46.2% |
| Participant deferral / active EE | $4,112 | $4,118-0.1% | $5,053-18.6% | $4,296-4.3% |
| Admin fee / account holder | $4,443 | $8,049-44.8% | $9,451-53.0% | $6,918-35.8% |