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 | $21,165 | $52,681-59.8% | $75,781-72.1% | $59,632-64.5% |
| Participation rate | 64.4% | 67.2%-2.8pp | 75.8%-11.4pp | 68.7%-4.2pp |
| Annual return | -4.15% | 2.95%-7.1pp | 9.68%-13.8pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $1,149 | $2,193-47.6% | $3,323-65.4% | $2,203-47.8% |
| Participant deferral / active EE | $3,557 | $2,591+37.3% | $3,651-2.6% | $3,192+11.4% |
| Admin fee / account holder | $4,530 | $3,610+25.5% | $5,299-14.5% | $4,297+5.4% |