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 | $34,368 | $158,817-78.4% | $121,196-71.6% | $135,375-74.6% |
| Participation rate | 44.4% | 79.3%-34.9pp | 71.7%-27.3pp | 82.6%-38.2pp |
| Annual return | -12.17% | -0.64%-11.5pp | 16.93%-29.1pp | 519.73%-531.9pp |
| Employer contribution / active EE | $712 | $5,665-87.4% | $4,022-82.3% | $4,779-85.1% |
| Participant deferral / active EE | $3,259 | $4,005-18.6% | $3,344-2.6% | $5,609-41.9% |
| Admin fee / account holder | $1,051 | $6,512-83.9% | $5,019-79.1% | $10,827-90.3% |