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 | $29,857 | $50,958-41.4% | $74,550-60.0% | $64,186-53.5% |
| Participation rate | 60.2% | 61.1%-0.8pp | 69.1%-8.9pp | 69.6%-9.4pp |
| Annual return | -10.16% | -1.86%-8.3pp | 32.53%-42.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,191 | $1,115+6.8% | $1,961-39.3% | $2,381-50.0% |
| Participant deferral / active EE | $2,822 | $2,301+22.6% | $3,108-9.2% | $3,470-18.7% |
| Admin fee / account holder | $525 | $4,223-87.6% | $5,060-89.6% | $4,888-89.3% |