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 4-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 | $17,675 | $84,527-79.1% | $67,711-73.9% | $125,391-85.9% |
| Participation rate | 29.4% | 74.8%-45.4pp | 67.5%-38.1pp | 83.2%-53.8pp |
| Annual return | -9.64% | 2.57%-12.2pp | 25.41%-35.0pp | 282.22%-291.9pp |
| Employer contribution / active EE | $516 | $3,292-84.3% | $2,559-79.8% | $4,866-89.4% |
| Participant deferral / active EE | $1,599 | $4,429-63.9% | $3,585-55.4% | $5,352-70.1% |
| Admin fee / account holder | $759 | $5,340-85.8% | $4,255-82.2% | $9,540-92.0% |