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 | $22,881 | $50,958-55.1% | $74,550-69.3% | $64,186-64.4% |
| Participation rate | 68.3% | 61.1%+7.2pp | 69.1%-0.9pp | 69.6%-1.3pp |
| Annual return | -12.56% | -1.86%-10.7pp | 32.53%-45.1pp | 7.63%-20.2pp |
| Employer contribution / active EE | $356 | $1,115-68.1% | $1,961-81.9% | $2,381-85.1% |
| Participant deferral / active EE | $2,323 | $2,301+0.9% | $3,108-25.3% | $3,470-33.0% |
| Admin fee / account holder | $463 | $4,223-89.0% | $5,060-90.8% | $4,888-90.5% |