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 | $69,074 | $77,813-11.2% | $123,544-44.1% | $64,186+7.6% |
| Participation rate | 54.5% | 74.7%-20.2pp | 82.3%-27.7pp | 69.6%-15.0pp |
| Annual return | -9.11% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,785 | $3,014-7.6% | $4,628-39.8% | $2,381+17.0% |
| Participant deferral / active EE | $5,748 | $5,240+9.7% | $6,426-10.5% | $3,470+65.7% |
| Admin fee / account holder | $4,615 | $5,519-16.4% | $9,284-50.3% | $4,888-5.6% |