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 | $111,212 | $59,805+86.0% | $79,550+39.8% | $68,494+62.4% |
| Participation rate | 32.6% | 61.1%-28.5pp | 69.5%-36.9pp | 67.9%-35.3pp |
| Annual return | -20.35% | -12.30%-8.0pp | 0.16%-20.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,073 | $1,505+37.8% | $2,413-14.1% | $2,596-20.1% |
| Participant deferral / active EE | $3,659 | $3,024+21.0% | $3,985-8.2% | $4,027-9.1% |
| Admin fee / account holder | $1,751 | $4,835-63.8% | $6,832-74.4% | $5,403-67.6% |