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 | $55,787 | $57,541-3.0% | $95,745-41.7% | $75,163-25.8% |
| Participation rate | 66.0% | 62.5%+3.4pp | 72.3%-6.3pp | 67.2%-1.2pp |
| Annual return | -4.10% | 34.93%-39.0pp | 28.35%-32.5pp | 160.62%-164.7pp |
| Employer contribution / active EE | $1,068 | $1,808-40.9% | $2,835-62.3% | $2,670-60.0% |
| Participant deferral / active EE | $1,068 | $3,074-65.3% | $4,245-74.8% | $4,125-74.1% |
| Admin fee / account holder | $5,499 | $4,099+34.2% | $5,678-3.1% | $5,651-2.7% |