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 | $69,455 | $61,660+12.6% | $80,019-13.2% | $64,186+8.2% |
| Participation rate | 65.6% | 71.7%-6.1pp | 75.8%-10.3pp | 69.6%-4.0pp |
| Annual return | -7.93% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $544 | $1,810-69.9% | $2,468-78.0% | $2,381-77.1% |
| Participant deferral / active EE | $2,699 | $2,968-9.1% | $3,686-26.8% | $3,470-22.2% |
| Admin fee / account holder | $1,556 | $5,417-71.3% | $6,521-76.1% | $4,888-68.2% |