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 | $72,773 | $69,518+4.7% | $59,878+21.5% | $135,375-46.2% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | -10.86% | 7.94%-18.8pp | 3.46%-14.3pp | 519.73%-530.6pp |
| Employer contribution / active EE | $601 | $3,235-81.4% | $2,722-77.9% | $4,779-87.4% |
| Participant deferral / active EE | $1,861 | $4,206-55.7% | $3,402-45.3% | $5,609-66.8% |
| Admin fee / account holder | $1,190 | $5,734-79.3% | $3,590-66.9% | $10,827-89.0% |