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 | $24,368 | $69,518-64.9% | $59,878-59.3% | $135,375-82.0% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.7%-5.9pp | 82.6%-13.9pp |
| Annual return | -9.32% | 7.94%-17.3pp | 3.46%-12.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $855 | $3,235-73.6% | $2,722-68.6% | $4,779-82.1% |
| Participant deferral / active EE | $1,976 | $4,206-53.0% | $3,402-41.9% | $5,609-64.8% |
| Admin fee / account holder | $1,124 | $5,734-80.4% | $3,590-68.7% | $10,827-89.6% |