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 | $50,227 | $76,000-33.9% | $154,107-67.4% | $64,186-21.7% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -8.06% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,235 | $3,351-33.3% | $5,298-57.8% | $2,381-6.1% |
| Participant deferral / active EE | $6,454 | $3,175+103.3% | $5,081+27.0% | $3,470+86.0% |
| Admin fee / account holder | $1,081 | $5,596-80.7% | $13,411-91.9% | $4,888-77.9% |