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 | $27,490 | $64,707-57.5% | $112,228-75.5% | $68,494-59.9% |
| Participation rate | 52.6% | 67.2%-14.6pp | 75.1%-22.5pp | 67.9%-15.3pp |
| Annual return | -20.15% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,040 | $2,746-62.1% | $3,635-71.4% | $2,596-59.9% |
| Participant deferral / active EE | $3,228 | $3,565-9.5% | $4,728-31.7% | $4,027-19.9% |
| Admin fee / account holder | $1,011 | $5,232-80.7% | $6,410-84.2% | $5,403-81.3% |