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 7-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 | $55,674 | $64,707-14.0% | $112,228-50.4% | $68,494-18.7% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | -19.91% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,026 | $2,746-26.2% | $3,635-44.2% | $2,596-21.9% |
| Participant deferral / active EE | $5,485 | $3,565+53.9% | $4,728+16.0% | $4,027+36.2% |
| Admin fee / account holder | $4,581 | $5,232-12.5% | $6,410-28.5% | $5,403-15.2% |