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 | $21,300 | $40,256-47.1% | $57,343-62.9% | $59,632-64.3% |
| Participation rate | 34.9% | 69.2%-34.3pp | 75.1%-40.2pp | 68.7%-33.8pp |
| Annual return | -4.01% | 27.49%-31.5pp | 24.39%-28.4pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $1,131 | $1,922-41.2% | $2,689-57.9% | $2,203-48.7% |
| Participant deferral / active EE | $2,424 | $2,399+1.0% | $3,162-23.3% | $3,192-24.1% |
| Admin fee / account holder | $1,785 | $2,818-36.7% | $3,356-46.8% | $4,297-58.5% |