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 | $92,592 | $64,707+43.1% | $112,228-17.5% | $68,494+35.2% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -19.67% | -11.40%-8.3pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $824 | $2,746-70.0% | $3,635-77.3% | $2,596-68.3% |
| Participant deferral / active EE | $4,069 | $3,565+14.2% | $4,728-13.9% | $4,027+1.0% |
| Admin fee / account holder | $3,962 | $5,232-24.3% | $6,410-38.2% | $5,403-26.7% |