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 | $68,378 | $67,411+1.4% | $91,001-24.9% | $70,131-2.5% |
| Participation rate | 39.4% | 71.4%-32.0pp | 75.6%-36.2pp | 69.5%-30.1pp |
| Annual return | 10.96% | -40.16%+51.1pp | 4.60%+6.4pp | 73.14%-62.2pp |
| Employer contribution / active EE | $919 | $1,786-48.6% | $2,456-62.6% | $2,342-60.8% |
| Participant deferral / active EE | $1,566 | $2,823-44.5% | $3,547-55.9% | $3,332-53.0% |
| Admin fee / account holder | $1,479 | $4,236-65.1% | $5,417-72.7% | $4,645-68.2% |