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 | $76,796 | $81,900-6.2% | $119,609-35.8% | $68,494+12.1% |
| Participation rate | 58.3% | 71.9%-13.6pp | 79.3%-20.9pp | 67.9%-9.6pp |
| Annual return | -19.92% | -23.82%+3.9pp | -14.97%-4.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,885 | $2,693+7.1% | $4,232-31.8% | $2,596+11.1% |
| Participant deferral / active EE | $3,999 | $4,148-3.6% | $5,602-28.6% | $4,027-0.7% |
| Admin fee / account holder | $2,271 | $6,582-65.5% | $10,323-78.0% | $5,403-58.0% |