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 | $72,232 | $61,660+17.1% | $80,019-9.7% | $64,186+12.5% |
| Participation rate | 37.5% | 71.7%-34.2pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | -9.08% | -0.33%-8.8pp | 11.22%-20.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,222 | $1,810-32.5% | $2,468-50.5% | $2,381-48.7% |
| Participant deferral / active EE | $2,099 | $2,968-29.3% | $3,686-43.0% | $3,470-39.5% |
| Admin fee / account holder | $527 | $5,417-90.3% | $6,521-91.9% | $4,888-89.2% |