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 | $25,448 | $71,883-64.6% | $86,677-70.6% | $68,494-62.8% |
| Participation rate | 68.4% | 72.2%-3.9pp | 76.6%-8.2pp | 67.9%+0.5pp |
| Annual return | -19.07% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,799 | $2,173-17.2% | $2,836-36.6% | $2,596-30.7% |
| Participant deferral / active EE | $2,556 | $3,779-32.4% | $4,656-45.1% | $4,027-36.5% |
| Admin fee / account holder | $1,679 | $6,112-72.5% | $7,493-77.6% | $5,403-68.9% |