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 | $56,066 | $62,586-10.4% | $76,768-27.0% | $64,186-12.6% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.4pp | 69.6%-2.0pp |
| Annual return | -8.30% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,123 | $1,832-38.7% | $2,485-54.8% | $2,381-52.8% |
| Participant deferral / active EE | $2,865 | $3,145-8.9% | $3,852-25.6% | $3,470-17.4% |
| Admin fee / account holder | $1,225 | $4,667-73.7% | $6,675-81.6% | $4,888-74.9% |