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 | $23,363 | $46,674-49.9% | $117,472-80.1% | $68,494-65.9% |
| Participation rate | 57.7% | 56.8%+0.9pp | 70.6%-12.9pp | 67.9%-10.2pp |
| Annual return | -20.77% | -14.52%-6.3pp | 29.74%-50.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,231 | $1,505-18.2% | $4,176-70.5% | $2,596-52.6% |
| Participant deferral / active EE | $3,486 | $2,636+32.2% | $4,070-14.4% | $4,027-13.4% |
| Admin fee / account holder | $377 | $4,020-90.6% | $5,645-93.3% | $5,403-93.0% |