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 | $76,786 | $50,958+50.7% | $74,550+3.0% | $64,186+19.6% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.1%-11.1pp | 69.6%-11.5pp |
| Annual return | -12.06% | -1.86%-10.2pp | 32.53%-44.6pp | 7.63%-19.7pp |
| Employer contribution / active EE | $555 | $1,115-50.2% | $1,961-71.7% | $2,381-76.7% |
| Participant deferral / active EE | $2,355 | $2,301+2.3% | $3,108-24.2% | $3,470-32.1% |
| Admin fee / account holder | $5,206 | $4,223+23.3% | $5,060+2.9% | $4,888+6.5% |