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 | $37,421 | $51,769-27.7% | $57,343-34.7% | $52,331-28.5% |
| Participation rate | 46.7% | 75.2%-28.5pp | 75.1%-28.4pp | 68.1%-21.4pp |
| Annual return | -2.86% | 2.43%-5.3pp | 24.39%-27.3pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,200 | $2,335-48.6% | $2,689-55.4% | $1,882-36.2% |
| Participant deferral / active EE | $2,908 | $2,794+4.1% | $3,162-8.0% | $3,022-3.8% |
| Admin fee / account holder | $1,934 | $295+556.1% | $3,356-42.4% | $592+226.9% |