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 | $121,318 | $59,805+102.9% | $79,550+52.5% | $68,494+77.1% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.5%-7.9pp | 67.9%-6.3pp |
| Annual return | -22.21% | -12.30%-9.9pp | 0.16%-22.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,979 | $1,505+31.5% | $2,413-18.0% | $2,596-23.8% |
| Participant deferral / active EE | $5,038 | $3,024+66.6% | $3,985+26.4% | $4,027+25.1% |
| Admin fee / account holder | $670 | $4,835-86.1% | $6,832-90.2% | $5,403-87.6% |