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 | $22,221 | $43,327-48.7% | $59,878-62.9% | $64,186-65.4% |
| Participation rate | 55.4% | 69.2%-13.8pp | 74.7%-19.3pp | 69.6%-14.2pp |
| Annual return | -8.16% | -1.55%-6.6pp | 3.46%-11.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,176 | $2,028-42.0% | $2,722-56.8% | $2,381-50.6% |
| Participant deferral / active EE | $3,004 | $2,546+18.0% | $3,402-11.7% | $3,470-13.4% |
| Admin fee / account holder | $607 | $3,005-79.8% | $3,590-83.1% | $4,888-87.6% |