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 | $33,545 | $50,958-34.2% | $74,550-55.0% | $64,186-47.7% |
| Participation rate | 63.4% | 61.1%+2.4pp | 69.1%-5.7pp | 69.6%-6.2pp |
| Annual return | -10.06% | -1.86%-8.2pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,499 | $1,115+124.1% | $1,961+27.5% | $2,381+5.0% |
| Participant deferral / active EE | $4,524 | $2,301+96.6% | $3,108+45.5% | $3,470+30.4% |
| Admin fee / account holder | $851 | $4,223-79.8% | $5,060-83.2% | $4,888-82.6% |