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 | $17,506 | $32,037-45.4% | $69,182-74.7% | $62,891-72.2% |
| Participation rate | 57.6% | 43.4%+14.2pp | 55.1%+2.5pp | 69.3%-11.7pp |
| Annual return | 1.02% | 15.16%-14.1pp | -21.93%+23.0pp | 20.14%-19.1pp |
| Employer contribution / active EE | $553 | $679-18.6% | $1,206-54.2% | $2,281-75.8% |
| Participant deferral / active EE | $1,362 | $1,185+14.9% | $1,897-28.2% | $3,203-57.5% |
| Admin fee / account holder | $1,192 | $2,608-54.3% | $2,697-55.8% | $4,296-72.3% |