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 | $57,567 | $77,813-26.0% | $123,544-53.4% | $64,186-10.3% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.3%-13.1pp | 69.6%-0.3pp |
| Annual return | -9.37% | 12.48%-21.9pp | 119.20%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,443 | $3,014+14.2% | $4,628-25.6% | $2,381+44.6% |
| Participant deferral / active EE | $6,001 | $5,240+14.5% | $6,426-6.6% | $3,470+72.9% |
| Admin fee / account holder | $486 | $5,519-91.2% | $9,284-94.8% | $4,888-90.1% |