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 | $36,757 | $62,586-41.3% | $76,768-52.1% | $64,186-42.7% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -8.51% | -1.95%-6.6pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $782 | $1,832-57.3% | $2,485-68.5% | $2,381-67.2% |
| Participant deferral / active EE | $2,250 | $3,145-28.5% | $3,852-41.6% | $3,470-35.2% |
| Admin fee / account holder | $1,007 | $4,667-78.4% | $6,675-84.9% | $4,888-79.4% |