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 | $66,196 | $42,383+56.2% | $76,523-13.5% | $64,186+3.1% |
| Participation rate | 30.0% | 58.1%-28.1pp | 68.0%-38.0pp | 69.6%-39.6pp |
| Annual return | -9.63% | -16.54%+6.9pp | -0.27%-9.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $887 | $1,563-43.2% | $2,647-66.5% | $2,381-62.7% |
| Participant deferral / active EE | $1,692 | $2,566-34.1% | $3,835-55.9% | $3,470-51.2% |
| Admin fee / account holder | $2,304 | $3,198-27.9% | $4,848-52.5% | $4,888-52.9% |