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 | $39,209 | $57,108-31.3% | $94,224-58.4% | $52,331-25.1% |
| Participation rate | 60.2% | 72.9%-12.8pp | 78.8%-18.6pp | 68.1%-7.9pp |
| Annual return | -2.05% | 1.47%-3.5pp | 10.68%-12.7pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,500 | $1,735-13.6% | $3,587-58.2% | $1,882-20.3% |
| Participant deferral / active EE | $2,758 | $3,040-9.3% | $4,320-36.1% | $3,022-8.7% |
| Admin fee / account holder | $2,845 | $546+420.6% | $6,269-54.6% | $592+380.9% |