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 | $34,554 | $54,726-36.9% | $68,793-49.8% | $64,186-46.2% |
| Participation rate | 49.0% | 68.0%-19.0pp | 72.2%-23.2pp | 69.6%-20.5pp |
| Annual return | -8.01% | -1.62%-6.4pp | -4.63%-3.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,050 | $1,846-43.1% | $2,625-60.0% | $2,381-55.9% |
| Participant deferral / active EE | $2,625 | $2,6260% | $3,311-20.7% | $3,470-24.3% |
| Admin fee / account holder | $4,059 | $4,027+0.8% | $5,131-20.9% | $4,888-17.0% |