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 | $23,809 | $57,354-58.5% | $83,848-71.6% | $64,186-62.9% |
| Participation rate | 67.6% | 68.6%-1.0pp | 76.1%-8.6pp | 69.6%-2.0pp |
| Annual return | -8.99% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,904 | $2,545-25.2% | $3,631-47.6% | $2,381-20.0% |
| Participant deferral / active EE | $3,235 | $2,993+8.1% | $4,082-20.7% | $3,470-6.8% |
| Admin fee / account holder | $1,779 | $4,046-56.0% | $5,478-67.5% | $4,888-63.6% |