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 | $39,854 | $39,122+1.9% | $57,179-30.3% | $62,891-36.6% |
| Participation rate | 55.2% | 70.5%-15.3pp | 75.3%-20.2pp | 69.3%-14.1pp |
| Annual return | -1.54% | 9.23%-10.8pp | 14.59%-16.1pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,263 | $1,874-32.6% | $2,682-52.9% | $2,281-44.6% |
| Participant deferral / active EE | $2,601 | $2,374+9.6% | $3,096-16.0% | $3,203-18.8% |
| Admin fee / account holder | $5,179 | $2,592+99.8% | $3,139+65.0% | $4,296+20.6% |