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 | $35,786 | $45,073-20.6% | $69,455-48.5% | $72,985-51.0% |
| Participation rate | 62.7% | 68.5%-5.8pp | 74.6%-11.9pp | 69.5%-6.8pp |
| Annual return | -11.96% | 22.65%-34.6pp | 28.97%-40.9pp | 81.00%-93.0pp |
| Employer contribution / active EE | $6,578 | $2,054+220.3% | $2,779+136.7% | $2,440+169.6% |
| Participant deferral / active EE | $1,161 | $2,602-55.4% | $3,535-67.2% | $3,607-67.8% |
| Admin fee / account holder | $4,873 | $3,056+59.5% | $3,839+26.9% | $5,124-4.9% |