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 | $76,053 | $57,108+33.2% | $94,224-19.3% | $52,331+45.3% |
| Participation rate | 28.0% | 72.9%-45.0pp | 78.8%-50.8pp | 68.1%-40.1pp |
| Annual return | -2.66% | 1.47%-4.1pp | 10.68%-13.3pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,327 | $1,735-23.6% | $3,587-63.0% | $1,882-29.5% |
| Participant deferral / active EE | $1,637 | $3,040-46.1% | $4,320-62.1% | $3,022-45.8% |
| Admin fee / account holder | $7,514 | $546+1275.0% | $6,269+19.9% | $592+1170.2% |