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 | $29,642 | $42,383-30.1% | $76,523-61.3% | $64,186-53.8% |
| Participation rate | 56.3% | 58.1%-1.9pp | 68.0%-11.7pp | 69.6%-13.3pp |
| Annual return | -9.79% | -16.54%+6.7pp | -0.27%-9.5pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,733 | $1,563+10.8% | $2,647-34.5% | $2,381-27.2% |
| Participant deferral / active EE | $3,416 | $2,566+33.1% | $3,835-10.9% | $3,470-1.5% |
| Admin fee / account holder | $3,384 | $3,198+5.8% | $4,848-30.2% | $4,888-30.8% |