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 | $20,747 | $48,265-57.0% | $68,791-69.8% | $68,494-69.7% |
| Participation rate | 26.7% | 60.7%-34.0pp | 69.0%-42.4pp | 67.9%-41.2pp |
| Annual return | -20.51% | -12.71%-7.8pp | -6.38%-14.1pp | -7.84%-12.7pp |
| Employer contribution / active EE | $756 | $1,829-58.6% | $2,655-71.5% | $2,596-70.9% |
| Participant deferral / active EE | $1,790 | $2,867-37.6% | $3,941-54.6% | $4,027-55.6% |
| Admin fee / account holder | $1,799 | $4,355-58.7% | $4,932-63.5% | $5,403-66.7% |