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 | $20,921 | $77,813-73.1% | $123,544-83.1% | $64,186-67.4% |
| Participation rate | 39.6% | 74.7%-35.1pp | 82.3%-42.7pp | 69.6%-30.0pp |
| Annual return | -13.33% | 12.48%-25.8pp | 119.20%-132.5pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,281 | $3,014-57.5% | $4,628-72.3% | $2,381-46.2% |
| Participant deferral / active EE | $2,777 | $5,240-47.0% | $6,426-56.8% | $3,470-20.0% |
| Admin fee / account holder | $1,268 | $5,519-77.0% | $9,284-86.3% | $4,888-74.1% |