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 | $26,897 | $43,327-37.9% | $59,878-55.1% | $64,186-58.1% |
| Participation rate | 46.4% | 69.2%-22.7pp | 74.7%-28.3pp | 69.6%-23.1pp |
| Annual return | -8.58% | -1.55%-7.0pp | 3.46%-12.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,222 | $2,028-39.8% | $2,722-55.1% | $2,381-48.7% |
| Participant deferral / active EE | $1,964 | $2,546-22.8% | $3,402-42.3% | $3,470-43.4% |
| Admin fee / account holder | $2,133 | $3,005-29.0% | $3,590-40.6% | $4,888-56.4% |