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 | $38,157 | $62,586-39.0% | $76,768-50.3% | $64,186-40.6% |
| Participation rate | 59.5% | 72.8%-13.3pp | 77.0%-17.4pp | 69.6%-10.0pp |
| Annual return | -9.17% | -1.95%-7.2pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,063 | $1,832-42.0% | $2,485-57.2% | $2,381-55.4% |
| Participant deferral / active EE | $2,250 | $3,145-28.5% | $3,852-41.6% | $3,470-35.2% |
| Admin fee / account holder | $864 | $4,667-81.5% | $6,675-87.1% | $4,888-82.3% |