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 | $84,507 | $48,265+75.1% | $68,791+22.8% | $68,494+23.4% |
| Participation rate | 66.3% | 60.7%+5.6pp | 69.0%-2.8pp | 67.9%-1.6pp |
| Annual return | -20.00% | -12.71%-7.3pp | -6.38%-13.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,032 | $1,829+11.1% | $2,655-23.5% | $2,596-21.7% |
| Participant deferral / active EE | $4,942 | $2,867+72.4% | $3,941+25.4% | $4,027+22.7% |
| Admin fee / account holder | $4,507 | $4,355+3.5% | $4,932-8.6% | $5,403-16.6% |