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 | $70,439 | $80,968-13.0% | $96,544-27.0% | $75,163-6.3% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | -11.55% | 27.06%-38.6pp | 25.84%-37.4pp | 160.62%-172.2pp |
| Employer contribution / active EE | $1,504 | $2,282-34.1% | $2,965-49.3% | $2,670-43.7% |
| Participant deferral / active EE | $2,770 | $3,928-29.5% | $4,851-42.9% | $4,125-32.9% |
| Admin fee / account holder | $7,312 | $6,724+8.7% | $8,252-11.4% | $5,651+29.4% |