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 | $27,863 | $59,805-53.4% | $79,550-65.0% | $68,494-59.3% |
| Participation rate | 30.5% | 61.1%-30.6pp | 69.5%-39.0pp | 67.9%-37.4pp |
| Annual return | -22.58% | -12.30%-10.3pp | 0.16%-22.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,168 | $1,505-22.4% | $2,413-51.6% | $2,596-55.0% |
| Participant deferral / active EE | $3,505 | $3,024+15.9% | $3,985-12.0% | $4,027-13.0% |
| Admin fee / account holder | $4,101 | $4,835-15.2% | $6,832-40.0% | $5,403-24.1% |