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 | $24,602 | $99,341-75.2% | $84,750-71.0% | $273,961-91.0% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | -2.14% | 22.93%-25.1pp | 22.78%-24.9pp | 41.45%-43.6pp |
| Employer contribution / active EE | $1,314 | $4,214-68.8% | $3,574-63.2% | $4,869-73.0% |
| Participant deferral / active EE | $2,074 | $4,269-51.4% | $3,712-44.1% | $5,287-60.8% |
| Admin fee / account holder | $2,738 | $6,644-58.8% | $5,332-48.7% | $10,132-73.0% |