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 5-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 | $16,302 | $42,894-62.0% | $60,874-73.2% | $68,494-76.2% |
| Participation rate | 34.4% | 66.8%-32.4pp | 73.1%-38.7pp | 67.9%-33.5pp |
| Annual return | -21.58% | -13.98%-7.6pp | 16.90%-38.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,190 | $2,867+11.3% | $3,817-16.4% | $4,027-20.8% |
| Admin fee / account holder | $607 | $3,101-80.4% | $3,224-81.2% | $5,403-88.8% |