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 | $33,678 | $77,813-56.7% | $123,544-72.7% | $64,186-47.5% |
| Participation rate | 66.1% | 74.7%-8.6pp | 82.3%-16.2pp | 69.6%-3.5pp |
| Annual return | -9.09% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $951 | $3,014-68.4% | $4,628-79.4% | $2,381-60.0% |
| Participant deferral / active EE | $2,233 | $5,240-57.4% | $6,426-65.2% | $3,470-35.6% |
| Admin fee / account holder | $933 | $5,519-83.1% | $9,284-90.0% | $4,888-80.9% |