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 | $28,539 | $54,726-47.9% | $68,793-58.5% | $64,186-55.5% |
| Participation rate | 34.9% | 68.0%-33.1pp | 72.2%-37.3pp | 69.6%-34.7pp |
| Annual return | -8.46% | -1.62%-6.8pp | -4.63%-3.8pp | 7.63%-16.1pp |
| Employer contribution / active EE | $899 | $1,846-51.3% | $2,625-65.8% | $2,381-62.2% |
| Participant deferral / active EE | $1,221 | $2,626-53.5% | $3,311-63.1% | $3,470-64.8% |
| Admin fee / account holder | $764 | $4,027-81.0% | $5,131-85.1% | $4,888-84.4% |