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 | $25,792 | $61,660-58.2% | $80,019-67.8% | $64,186-59.8% |
| Participation rate | 43.2% | 71.7%-28.5pp | 75.8%-32.6pp | 69.6%-26.4pp |
| Annual return | -11.21% | -0.33%-10.9pp | 11.22%-22.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,064 | $1,810-41.2% | $2,468-56.9% | $2,381-55.3% |
| Participant deferral / active EE | $2,586 | $2,968-12.9% | $3,686-29.8% | $3,470-25.5% |
| Admin fee / account holder | $641 | $5,417-88.2% | $6,521-90.2% | $4,888-86.9% |