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 | $62,312 | $54,726+13.9% | $68,793-9.4% | $64,186-2.9% |
| Participation rate | 68.6% | 68.0%+0.6pp | 72.2%-3.6pp | 69.6%-0.9pp |
| Annual return | -8.00% | -1.62%-6.4pp | -4.63%-3.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $943 | $1,846-48.9% | $2,625-64.1% | $2,381-60.4% |
| Participant deferral / active EE | $3,266 | $2,626+24.4% | $3,311-1.4% | $3,470-5.9% |
| Admin fee / account holder | $3,471 | $4,027-13.8% | $5,131-32.3% | $4,888-29.0% |