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 | $27,509 | $57,354-52.0% | $83,848-67.2% | $64,186-57.1% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.6pp | 69.6%-9.0pp |
| Annual return | -10.52% | 11.38%-21.9pp | 850.88%-861.4pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,889 | $2,545+13.5% | $3,631-20.4% | $2,381+21.4% |
| Participant deferral / active EE | $3,569 | $2,993+19.2% | $4,082-12.6% | $3,470+2.9% |
| Admin fee / account holder | $4,574 | $4,046+13.1% | $5,478-16.5% | $4,888-6.4% |