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 | $34,125 | $50,958-33.0% | $74,550-54.2% | $64,186-46.8% |
| Participation rate | 48.8% | 61.1%-12.2pp | 69.1%-20.3pp | 69.6%-20.7pp |
| Annual return | -8.62% | -1.86%-6.8pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,364 | $1,115+22.3% | $1,961-30.4% | $2,381-42.7% |
| Participant deferral / active EE | $3,001 | $2,301+30.4% | $3,108-3.4% | $3,470-13.5% |
| Admin fee / account holder | $811 | $4,223-80.8% | $5,060-84.0% | $4,888-83.4% |