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 | $73,939 | $84,527-12.5% | $67,711+9.2% | $125,391-41.0% |
| Participation rate | 40.0% | 74.8%-34.8pp | 67.5%-27.5pp | 83.2%-43.2pp |
| Annual return | -4.02% | 2.57%-6.6pp | 25.41%-29.4pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,190 | $3,292-63.9% | $2,559-53.5% | $4,866-75.5% |
| Participant deferral / active EE | $3,035 | $4,429-31.5% | $3,585-15.3% | $5,352-43.3% |
| Admin fee / account holder | $426 | $5,340-92.0% | $4,255-90.0% | $9,540-95.5% |