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 | $32,119 | $32,1170% | $71,086-54.8% | $64,186-50.0% |
| Participation rate | 39.8% | 42.7%-2.9pp | 54.7%-14.9pp | 69.6%-29.8pp |
| Annual return | -11.64% | -5.57%-6.1pp | 650.59%-662.2pp | 7.63%-19.3pp |
| Employer contribution / active EE | $240 | $712-66.3% | $1,088-78.0% | $2,381-89.9% |
| Participant deferral / active EE | $981 | $1,263-22.3% | $1,874-47.6% | $3,470-71.7% |
| Admin fee / account holder | $819 | $2,759-70.3% | $3,082-73.4% | $4,888-83.2% |