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 | $14,010 | $42,383-66.9% | $76,523-81.7% | $64,186-78.2% |
| Participation rate | 53.6% | 58.1%-4.6pp | 68.0%-14.4pp | 69.6%-16.0pp |
| Annual return | -9.51% | -16.54%+7.0pp | -0.27%-9.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,264 | $1,563-19.1% | $2,647-52.2% | $2,381-46.9% |
| Participant deferral / active EE | $3,944 | $2,566+53.7% | $3,835+2.8% | $3,470+13.7% |
| Admin fee / account holder | $2,225 | $3,198-30.4% | $4,848-54.1% | $4,888-54.5% |