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 7-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 | $56,159 | $45,863+22.4% | $77,024-27.1% | $68,494-18.0% |
| Participation rate | 56.7% | 55.9%+0.8pp | 67.9%-11.2pp | 67.9%-11.2pp |
| Annual return | -21.39% | 1.72%-23.1pp | 42.32%-63.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,777 | $1,650+7.7% | $2,812-36.8% | $2,596-31.6% |
| Participant deferral / active EE | $3,094 | $2,962+4.4% | $4,426-30.1% | $4,027-23.2% |
| Admin fee / account holder | $1,449 | $3,041-52.3% | $5,425-73.3% | $5,403-73.2% |