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 | $64,658 | $50,958+26.9% | $74,550-13.3% | $64,186+0.7% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | -8.42% | -1.86%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $331 | $1,115-70.3% | $1,961-83.1% | $2,381-86.1% |
| Participant deferral / active EE | $2,385 | $2,301+3.6% | $3,108-23.3% | $3,470-31.3% |
| Admin fee / account holder | $2,235 | $4,223-47.1% | $5,060-55.8% | $4,888-54.3% |