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 | $46,880 | $59,805-21.6% | $79,550-41.1% | $68,494-31.6% |
| Participation rate | 44.7% | 61.1%-16.3pp | 69.5%-24.7pp | 67.9%-23.2pp |
| Annual return | -20.75% | -12.30%-8.4pp | 0.16%-20.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $813 | $1,505-46.0% | $2,413-66.3% | $2,596-68.7% |
| Participant deferral / active EE | $2,634 | $3,024-12.9% | $3,985-33.9% | $4,027-34.6% |
| Admin fee / account holder | $1,710 | $4,835-64.6% | $6,832-75.0% | $5,403-68.4% |