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 | $28,508 | $53,596-46.8% | $90,645-68.5% | $64,186-55.6% |
| Participation rate | 61.0% | 64.5%-3.5pp | 74.0%-13.0pp | 69.6%-8.6pp |
| Annual return | -11.00% | 4.41%-15.4pp | 1.88%-12.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,015 | $1,503+34.1% | $2,532-20.4% | $2,381-15.3% |
| Participant deferral / active EE | $2,488 | $2,459+1.2% | $3,425-27.3% | $3,470-28.3% |
| Admin fee / account holder | $1,661 | $3,868-57.1% | $4,994-66.7% | $4,888-66.0% |