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 | $19,199 | $52,681-63.6% | $75,781-74.7% | $59,632-67.8% |
| Participation rate | 56.7% | 67.2%-10.6pp | 75.8%-19.2pp | 68.7%-12.0pp |
| Annual return | -3.20% | 2.95%-6.2pp | 9.68%-12.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $1,397 | $2,193-36.3% | $3,323-58.0% | $2,203-36.6% |
| Participant deferral / active EE | $2,546 | $2,591-1.7% | $3,651-30.3% | $3,192-20.2% |
| Admin fee / account holder | $1,351 | $3,610-62.6% | $5,299-74.5% | $4,297-68.6% |