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 | $40,193 | $37,426+7.4% | $77,482-48.1% | $79,858-49.7% |
| Participation rate | 63.6% | 41.5%+22.1pp | 54.2%+9.5pp | 69.6%-6.0pp |
| Annual return | -1.13% | 39.70%-40.8pp | 54.79%-55.9pp | 31.71%-32.8pp |
| Employer contribution / active EE | $323 | $637-49.3% | $986-67.3% | $2,471-86.9% |
| Participant deferral / active EE | $1,141 | $1,260-9.5% | $1,861-38.7% | $3,740-69.5% |
| Admin fee / account holder | $671 | $2,504-73.2% | $2,858-76.5% | $5,306-87.3% |