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 | $85,329 | $71,883+18.7% | $86,677-1.6% | $68,494+24.6% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -28.80% | 3.52%-32.3pp | 35.91%-64.7pp | -7.84%-21.0pp |
| Employer contribution / active EE | $1,490 | $2,173-31.4% | $2,836-47.5% | $2,596-42.6% |
| Participant deferral / active EE | $2,751 | $3,779-27.2% | $4,656-40.9% | $4,027-31.7% |
| Admin fee / account holder | $749 | $6,112-87.7% | $7,493-90.0% | $5,403-86.1% |