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 | $71,862 | $65,703+9.4% | $94,224-23.7% | $59,632+20.5% |
| Participation rate | 51.7% | 72.1%-20.4pp | 78.8%-27.1pp | 68.7%-17.0pp |
| Annual return | -2.78% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $2,087 | $2,021+3.3% | $3,587-41.8% | $2,203-5.2% |
| Participant deferral / active EE | $5,011 | $3,143+59.4% | $4,320+16.0% | $3,192+57.0% |
| Admin fee / account holder | $4,549 | $4,264+6.7% | $6,269-27.4% | $4,297+5.9% |