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 | $114,321 | $73,867+54.8% | $143,757-20.5% | $68,494+66.9% |
| Participation rate | 64.4% | 66.7%-2.2pp | 80.3%-15.9pp | 67.9%-3.4pp |
| Annual return | -21.52% | 1.01%-22.5pp | -0.04%-21.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,109 | $3,184-2.4% | $4,951-37.2% | $2,596+19.7% |
| Participant deferral / active EE | $6,392 | $3,384+88.9% | $5,637+13.4% | $4,027+58.7% |
| Admin fee / account holder | $7,549 | $5,755+31.2% | $14,673-48.6% | $5,403+39.7% |