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 | $51,810 | $57,354-9.7% | $83,848-38.2% | $64,186-19.3% |
| Participation rate | 63.0% | 68.6%-5.6pp | 76.1%-13.2pp | 69.6%-6.6pp |
| Annual return | -9.70% | 11.38%-21.1pp | 850.88%-860.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,476 | $2,545-2.7% | $3,631-31.8% | $2,381+4.0% |
| Participant deferral / active EE | $8,005 | $2,993+167.4% | $4,082+96.1% | $3,470+130.7% |
| Admin fee / account holder | $1,950 | $4,046-51.8% | $5,478-64.4% | $4,888-60.1% |