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 | $25,788 | $76,552-66.3% | $123,892-79.2% | $62,891-59.0% |
| Participation rate | 37.9% | 73.0%-35.1pp | 81.4%-43.5pp | 69.3%-31.4pp |
| Annual return | -4.58% | 18.68%-23.3pp | 47.52%-52.1pp | 20.14%-24.7pp |
| Employer contribution / active EE | $484 | $2,883-83.2% | $4,617-89.5% | $2,281-78.8% |
| Participant deferral / active EE | $2,952 | $4,840-39.0% | $5,984-50.7% | $3,203-7.8% |
| Admin fee / account holder | $437 | $4,826-90.9% | $8,357-94.8% | $4,296-89.8% |