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 | $45,287 | $59,805-24.3% | $79,550-43.1% | $68,494-33.9% |
| Participation rate | 56.9% | 61.1%-4.1pp | 69.5%-12.5pp | 67.9%-10.9pp |
| Annual return | -23.27% | -12.30%-11.0pp | 0.16%-23.4pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,465 | $1,505-2.7% | $2,413-39.3% | $2,596-43.6% |
| Participant deferral / active EE | $2,624 | $3,024-13.2% | $3,985-34.1% | $4,027-34.8% |
| Admin fee / account holder | $5,220 | $4,835+8.0% | $6,832-23.6% | $5,403-3.4% |