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 | $29,401 | $56,484-47.9% | $169,463-82.7% | $64,186-54.2% |
| Participation rate | 56.3% | 64.5%-8.3pp | 77.8%-21.5pp | 69.6%-13.3pp |
| Annual return | -8.34% | -1.55%-6.8pp | 1.83%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,348 | $1,832-26.5% | $4,159-67.6% | $2,381-43.4% |
| Participant deferral / active EE | $7,103 | $3,448+106.0% | $5,277+34.6% | $3,470+104.7% |
| Admin fee / account holder | $2,480 | $4,174-40.6% | $9,109-72.8% | $4,888-49.3% |