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 | $33,745 | $52,903-36.2% | $73,307-54.0% | $59,632-43.4% |
| Participation rate | 68.8% | 68.2%+0.5pp | 74.9%-6.2pp | 68.7%+0.1pp |
| Annual return | -3.77% | 12.20%-16.0pp | 5.67%-9.4pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $1,580 | $1,909-17.2% | $3,237-51.2% | $2,203-28.3% |
| Participant deferral / active EE | $2,976 | $4,069-26.9% | $4,991-40.4% | $3,192-6.7% |
| Admin fee / account holder | $1,720 | $3,834-55.2% | $5,637-69.5% | $4,297-60.0% |