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 | $9,824 | $73,867-86.7% | $143,757-93.2% | $68,494-85.7% |
| Participation rate | 45.6% | 66.7%-21.1pp | 80.3%-34.7pp | 67.9%-22.3pp |
| Annual return | -20.18% | 1.01%-21.2pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $771 | $3,184-75.8% | $4,951-84.4% | $2,596-70.3% |
| Participant deferral / active EE | $2,261 | $3,384-33.2% | $5,637-59.9% | $4,027-43.9% |
| Admin fee / account holder | $529 | $5,755-90.8% | $14,673-96.4% | $5,403-90.2% |