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 | $18,523 | $158,817-88.3% | $121,196-84.7% | $135,375-86.3% |
| Participation rate | 54.5% | 79.3%-24.8pp | 71.7%-17.2pp | 82.6%-28.1pp |
| Annual return | -10.67% | -0.64%-10.0pp | 16.93%-27.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $412 | $5,665-92.7% | $4,022-89.8% | $4,779-91.4% |
| Participant deferral / active EE | $1,427 | $4,005-64.4% | $3,344-57.3% | $5,609-74.6% |
| Admin fee / account holder | $746 | $6,512-88.6% | $5,019-85.1% | $10,827-93.1% |