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 | $12,124 | $42,383-71.4% | $76,523-84.2% | $64,186-81.1% |
| Participation rate | 47.5% | 58.1%-10.6pp | 68.0%-20.5pp | 69.6%-22.0pp |
| Annual return | -13.98% | -16.54%+2.6pp | -0.27%-13.7pp | 7.63%-21.6pp |
| Employer contribution / active EE | $684 | $1,563-56.2% | $2,647-74.2% | $2,381-71.3% |
| Participant deferral / active EE | $2,323 | $2,566-9.5% | $3,835-39.4% | $3,470-33.1% |
| Admin fee / account holder | $412 | $3,198-87.1% | $4,848-91.5% | $4,888-91.6% |