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 | $143,823 | $73,004+97.0% | $90,749+58.5% | $68,494+110.0% |
| Participation rate | 59.1% | 70.8%-11.7pp | 75.7%-16.6pp | 67.9%-8.8pp |
| Annual return | -20.24% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,485 | $2,193+13.3% | $2,921-14.9% | $2,596-4.3% |
| Participant deferral / active EE | $3,696 | $3,627+1.9% | $4,564-19.0% | $4,027-8.2% |
| Admin fee / account holder | $4,643 | $5,896-21.3% | $8,445-45.0% | $5,403-14.1% |