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 | $75,634 | $71,057+6.4% | $93,654-19.2% | $80,874-6.5% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 7.87% | 11.26%-3.4pp | 133.34%-125.5pp | 35.62%-27.7pp |
| Employer contribution / active EE | $1,392 | $1,564-11.0% | $2,421-42.5% | $2,756-49.5% |
| Participant deferral / active EE | $3,520 | $4,034-12.7% | $4,413-20.2% | $4,297-18.1% |
| Admin fee / account holder | $17,719 | $6,944+155.2% | $8,282+113.9% | $6,935+155.5% |