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 | $85,493 | $99,341-13.9% | $84,750+0.9% | $273,961-68.8% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | -1.50% | 22.93%-24.4pp | 22.78%-24.3pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,045 | $4,214-75.2% | $3,574-70.8% | $4,869-78.5% |
| Participant deferral / active EE | $2,397 | $4,269-43.9% | $3,712-35.4% | $5,287-54.7% |
| Admin fee / account holder | $1,308 | $6,644-80.3% | $5,332-75.5% | $10,132-87.1% |