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 | $70,730 | $64,707+9.3% | $112,228-37.0% | $68,494+3.3% |
| Participation rate | 38.3% | 67.2%-28.9pp | 75.1%-36.8pp | 67.9%-29.6pp |
| Annual return | -20.40% | -11.40%-9.0pp | 27.45%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,384 | $2,746-49.6% | $3,635-61.9% | $2,596-46.7% |
| Participant deferral / active EE | $2,712 | $3,565-23.9% | $4,728-42.6% | $4,027-32.7% |
| Admin fee / account holder | $1,039 | $5,232-80.1% | $6,410-83.8% | $5,403-80.8% |