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 | $55,782 | $43,504+28.2% | $68,793-18.9% | $56,287-0.9% |
| Participation rate | 34.6% | 67.8%-33.3pp | 72.2%-37.6pp | 69.9%-35.3pp |
| Annual return | -9.11% | -3.15%-6.0pp | -4.63%-4.5pp | -9.96%+0.9pp |
| Employer contribution / active EE | $466 | $1,525-69.5% | $2,625-82.3% | $2,111-77.9% |
| Participant deferral / active EE | $1,910 | $2,509-23.9% | $3,311-42.3% | $3,350-43.0% |
| Admin fee / account holder | $1,437 | $515+179.0% | $5,131-72.0% | $521+175.8% |