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 | $24,333 | $85,790-71.6% | $67,313-63.9% | $135,375-82.0% |
| Participation rate | 68.2% | 76.5%-8.3pp | 69.1%-0.9pp | 82.6%-14.5pp |
| Annual return | -10.06% | -0.54%-9.5pp | -4.08%-6.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,290 | $3,487-5.7% | $2,566+28.2% | $4,779-31.2% |
| Participant deferral / active EE | $4,024 | $4,651-13.5% | $3,568+12.8% | $5,609-28.3% |
| Admin fee / account holder | $1,504 | $6,392-76.5% | $4,507-66.6% | $10,827-86.1% |