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 | $21,932 | $43,327-49.4% | $59,878-63.4% | $64,186-65.8% |
| Participation rate | 69.8% | 69.2%+0.7pp | 74.7%-4.9pp | 69.6%+0.3pp |
| Annual return | -8.89% | -1.55%-7.3pp | 3.46%-12.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $613 | $2,028-69.8% | $2,722-77.5% | $2,381-74.3% |
| Participant deferral / active EE | $2,415 | $2,546-5.1% | $3,402-29.0% | $3,470-30.4% |
| Admin fee / account holder | $357 | $3,005-88.1% | $3,590-90.1% | $4,888-92.7% |