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 | $34,257 | $72,177-52.5% | $115,037-70.2% | $59,632-42.6% |
| Participation rate | 67.6% | 72.6%-4.9pp | 81.4%-13.7pp | 68.7%-1.0pp |
| Annual return | -4.27% | 12.02%-16.3pp | 26.14%-30.4pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $2,079 | $2,841-26.8% | $4,608-54.9% | $2,203-5.6% |
| Participant deferral / active EE | $2,742 | $4,783-42.7% | $6,026-54.5% | $3,192-14.1% |
| Admin fee / account holder | $1,126 | $4,927-77.2% | $8,175-86.2% | $4,297-73.8% |