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 | $50,911 | $81,900-37.8% | $119,609-57.4% | $68,494-25.7% |
| Participation rate | 59.3% | 71.9%-12.6pp | 79.3%-20.0pp | 67.9%-8.6pp |
| Annual return | -19.71% | -23.82%+4.1pp | -14.97%-4.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,040 | $2,693-24.3% | $4,232-51.8% | $2,596-21.4% |
| Participant deferral / active EE | $6,520 | $4,148+57.2% | $5,602+16.4% | $4,027+61.9% |
| Admin fee / account holder | $1,203 | $6,582-81.7% | $10,323-88.3% | $5,403-77.7% |