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 | $84,639 | $71,883+17.7% | $86,677-2.4% | $68,494+23.6% |
| Participation rate | 62.1% | 72.2%-10.2pp | 76.6%-14.5pp | 67.9%-5.8pp |
| Annual return | -19.35% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,828 | $2,173+30.1% | $2,836-0.3% | $2,596+8.9% |
| Participant deferral / active EE | $3,386 | $3,779-10.4% | $4,656-27.3% | $4,027-15.9% |
| Admin fee / account holder | $6,088 | $6,112-0.4% | $7,493-18.8% | $5,403+12.7% |