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 | $86,788 | $64,707+34.1% | $112,228-22.7% | $68,494+26.7% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -19.55% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,068 | $2,746-24.7% | $3,635-43.1% | $2,596-20.3% |
| Participant deferral / active EE | $4,538 | $3,565+27.3% | $4,728-4.0% | $4,027+12.7% |
| Admin fee / account holder | $1,755 | $5,232-66.5% | $6,410-72.6% | $5,403-67.5% |