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 5-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 | $11,902 | $31,310-62.0% | $53,898-77.9% | $74,304-84.0% |
| Participation rate | 23.8% | 30.7%-6.9pp | 55.0%-31.2pp | 60.3%-36.6pp |
| Annual return | 2.56% | 23.16%-20.6pp | 528.60%-526.0pp | 29.43%-26.9pp |
| Employer contribution / active EE | $292 | $450-35.1% | $932-68.7% | $2,241-87.0% |
| Participant deferral / active EE | $439 | $934-53.0% | $1,826-75.9% | $3,767-88.3% |
| Admin fee / account holder | $1,208 | $2,175-44.5% | $2,491-51.5% | $2,969-59.3% |