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 | $21,167 | $42,383-50.1% | $76,523-72.3% | $64,186-67.0% |
| Participation rate | 57.1% | 58.1%-1.0pp | 68.0%-10.9pp | 69.6%-12.4pp |
| Annual return | -16.89% | -16.54%-0.4pp | -0.27%-16.6pp | 7.63%-24.5pp |
| Employer contribution / active EE | $2,298 | $1,563+47.0% | $2,647-13.2% | $2,381-3.5% |
| Participant deferral / active EE | $4,917 | $2,566+91.6% | $3,835+28.2% | $3,470+41.7% |
| Admin fee / account holder | $466 | $3,198-85.4% | $4,848-90.4% | $4,888-90.5% |