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 | $14,708 | $43,327-66.1% | $59,878-75.4% | $64,186-77.1% |
| Participation rate | 29.2% | 69.2%-39.9pp | 74.7%-45.5pp | 69.6%-40.3pp |
| Annual return | -10.87% | -1.55%-9.3pp | 3.46%-14.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $772 | $2,028-61.9% | $2,722-71.6% | $2,381-67.6% |
| Participant deferral / active EE | $1,489 | $2,546-41.5% | $3,402-56.2% | $3,470-57.1% |
| Admin fee / account holder | $416 | $3,005-86.2% | $3,590-88.4% | $4,888-91.5% |