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 | $11,928 | $35,183-66.1% | $73,545-83.8% | $70,131-83.0% |
| Participation rate | 9.7% | 42.9%-33.2pp | 54.9%-45.2pp | 69.5%-59.8pp |
| Annual return | 9.32% | 26.90%-17.6pp | -15.16%+24.5pp | 73.14%-63.8pp |
| Employer contribution / active EE | $229 | $709-67.6% | $1,219-81.2% | $2,342-90.2% |
| Participant deferral / active EE | $768 | $1,220-37.1% | $1,806-57.5% | $3,332-77.0% |
| Admin fee / account holder | $758 | $2,302-67.1% | $2,320-67.3% | $4,645-83.7% |