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 | $13,342 | $43,327-69.2% | $59,878-77.7% | $64,186-79.2% |
| Participation rate | 62.7% | 69.2%-6.5pp | 74.7%-12.0pp | 69.6%-6.9pp |
| Annual return | -10.07% | -1.55%-8.5pp | 3.46%-13.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,087 | $2,028-46.4% | $2,722-60.1% | $2,381-54.4% |
| Participant deferral / active EE | $2,456 | $2,546-3.5% | $3,402-27.8% | $3,470-29.2% |
| Admin fee / account holder | $483 | $3,005-83.9% | $3,590-86.5% | $4,888-90.1% |