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 | $19,436 | $53,596-63.7% | $90,645-78.6% | $64,186-69.7% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | -8.39% | 4.41%-12.8pp | 1.88%-10.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $584 | $1,503-61.2% | $2,532-76.9% | $2,381-75.5% |
| Participant deferral / active EE | $1,322 | $2,459-46.2% | $3,425-61.4% | $3,470-61.9% |
| Admin fee / account holder | $2,894 | $3,868-25.2% | $4,994-42.1% | $4,888-40.8% |