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 | $45,156 | $39,162+15.3% | $100,671-55.1% | $59,632-24.3% |
| Participation rate | 54.0% | 55.9%-1.9pp | 70.7%-16.7pp | 68.7%-14.7pp |
| Annual return | -3.03% | 21.07%-24.1pp | 20.43%-23.5pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $340 | $1,151-70.5% | $4,012-91.5% | $2,203-84.6% |
| Participant deferral / active EE | $2,864 | $1,992+43.8% | $3,144-8.9% | $3,192-10.3% |
| Admin fee / account holder | $461 | $2,969-84.5% | $4,850-90.5% | $4,297-89.3% |