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 | $27,152 | $77,813-65.1% | $123,544-78.0% | $64,186-57.7% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.2pp | 69.6%-0.5pp |
| Annual return | -8.17% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,246 | $3,014-25.5% | $4,628-51.5% | $2,381-5.7% |
| Participant deferral / active EE | $5,388 | $5,240+2.8% | $6,426-16.2% | $3,470+55.3% |
| Admin fee / account holder | $334 | $5,519-94.0% | $9,284-96.4% | $4,888-93.2% |