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 | $32,821 | $35,183-6.7% | $73,545-55.4% | $70,131-53.2% |
| Participation rate | 13.7% | 42.9%-29.2pp | 54.9%-41.2pp | 69.5%-55.9pp |
| Annual return | 5.22% | 26.90%-21.7pp | -15.16%+20.4pp | 73.14%-67.9pp |
| Employer contribution / active EE | $310 | $709-56.2% | $1,219-74.5% | $2,342-86.8% |
| Participant deferral / active EE | $636 | $1,220-47.9% | $1,806-64.8% | $3,332-80.9% |
| Admin fee / account holder | $366 | $2,302-84.1% | $2,320-84.2% | $4,645-92.1% |