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 | $35,894 | $76,401-53.0% | $106,387-66.3% | $64,186-44.1% |
| Participation rate | 62.9% | 73.5%-10.6pp | 77.5%-14.6pp | 69.6%-6.7pp |
| Annual return | -11.42% | -2.19%-9.2pp | 0.25%-11.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,495 | $2,680-6.9% | $3,520-29.1% | $2,381+4.8% |
| Participant deferral / active EE | $6,317 | $4,274+47.8% | $5,421+16.5% | $3,470+82.1% |
| Admin fee / account holder | $786 | $4,610-82.9% | $7,510-89.5% | $4,888-83.9% |