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 | $15,324 | $39,122-60.8% | $57,179-73.2% | $62,891-75.6% |
| Participation rate | 29.4% | 70.5%-41.1pp | 75.3%-45.9pp | 69.3%-39.9pp |
| Annual return | -5.57% | 9.23%-14.8pp | 14.59%-20.2pp | 20.14%-25.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,850 | $2,374-22.1% | $3,096-40.3% | $3,203-42.3% |
| Admin fee / account holder | $869 | $2,592-66.5% | $3,139-72.3% | $4,296-79.8% |