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 | $46,329 | $62,586-26.0% | $76,768-39.7% | $64,186-27.8% |
| Participation rate | 33.3% | 72.8%-39.5pp | 77.0%-43.6pp | 69.6%-36.2pp |
| Annual return | -14.75% | -1.95%-12.8pp | 2.43%-17.2pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,296 | $1,832-29.3% | $2,485-47.9% | $2,381-45.6% |
| Participant deferral / active EE | $2,357 | $3,145-25.0% | $3,852-38.8% | $3,470-32.1% |
| Admin fee / account holder | $2,175 | $4,667-53.4% | $6,675-67.4% | $4,888-55.5% |