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 | $18,673 | $54,229-65.6% | $70,092-73.4% | $68,494-72.7% |
| Participation rate | 49.0% | 64.5%-15.5pp | 70.5%-21.5pp | 67.9%-18.9pp |
| Annual return | -19.84% | -13.87%-6.0pp | 190.73%-210.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $966 | $2,018-52.1% | $2,559-62.2% | $2,596-62.8% |
| Participant deferral / active EE | $2,652 | $2,956-10.3% | $3,849-31.1% | $4,027-34.1% |
| Admin fee / account holder | $502 | $4,694-89.3% | $6,267-92.0% | $5,403-90.7% |