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 | $27,330 | $62,586-56.3% | $76,768-64.4% | $64,186-57.4% |
| Participation rate | 62.8% | 72.8%-10.0pp | 77.0%-14.2pp | 69.6%-6.8pp |
| Annual return | -10.16% | -1.95%-8.2pp | 2.43%-12.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,377 | $1,832-24.8% | $2,485-44.6% | $2,381-42.2% |
| Participant deferral / active EE | $3,366 | $3,145+7.1% | $3,852-12.6% | $3,470-3.0% |
| Admin fee / account holder | $887 | $4,667-81.0% | $6,675-86.7% | $4,888-81.8% |