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 | $27,895 | $40,256-30.7% | $57,343-51.4% | $59,632-53.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 68.7%-6.2pp |
| Annual return | -5.29% | 27.49%-32.8pp | 24.39%-29.7pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $564 | $1,922-70.7% | $2,689-79.0% | $2,203-74.4% |
| Participant deferral / active EE | $3,168 | $2,399+32.0% | $3,162+0.2% | $3,192-0.7% |
| Admin fee / account holder | $1,468 | $2,818-47.9% | $3,356-56.3% | $4,297-65.8% |