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 | $23,779 | $49,280-51.7% | $67,313-64.7% | $64,186-63.0% |
| Participation rate | 43.8% | 60.8%-17.0pp | 69.1%-25.3pp | 69.6%-25.8pp |
| Annual return | -12.51% | -1.39%-11.1pp | -4.08%-8.4pp | 7.63%-20.1pp |
| Employer contribution / active EE | $550 | $1,668-67.1% | $2,566-78.6% | $2,381-76.9% |
| Participant deferral / active EE | $2,030 | $2,484-18.3% | $3,568-43.1% | $3,470-41.5% |
| Admin fee / account holder | $1,887 | $3,863-51.1% | $4,507-58.1% | $4,888-61.4% |