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 | $30,529 | $113,935-73.2% | $94,224-67.6% | $125,391-75.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -3.84% | 5.29%-9.1pp | 10.68%-14.5pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,199 | $4,727-74.6% | $3,587-66.6% | $4,866-75.4% |
| Participant deferral / active EE | $3,249 | $5,179-37.3% | $4,320-24.8% | $5,352-39.3% |
| Admin fee / account holder | $381 | $8,391-95.5% | $6,269-93.9% | $9,540-96.0% |