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 | $96,128 | $81,900+17.4% | $119,609-19.6% | $68,494+40.3% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.4pp | 67.9%+2.0pp |
| Annual return | -19.50% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $923 | $2,693-65.7% | $4,232-78.2% | $2,596-64.5% |
| Participant deferral / active EE | $6,245 | $4,148+50.6% | $5,602+11.5% | $4,027+55.1% |
| Admin fee / account holder | $2,527 | $6,582-61.6% | $10,323-75.5% | $5,403-53.2% |