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 | $35,881 | $54,229-33.8% | $70,092-48.8% | $68,494-47.6% |
| Participation rate | 65.6% | 64.5%+1.1pp | 70.5%-4.9pp | 67.9%-2.3pp |
| Annual return | -19.47% | -13.87%-5.6pp | 190.73%-210.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,493 | $2,018+23.5% | $2,559-2.6% | $2,596-4.0% |
| Participant deferral / active EE | $4,998 | $2,956+69.1% | $3,849+29.9% | $4,027+24.1% |
| Admin fee / account holder | $2,598 | $4,694-44.7% | $6,267-58.5% | $5,403-51.9% |