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 | $25,352 | $81,900-69.0% | $119,609-78.8% | $68,494-63.0% |
| Participation rate | 67.3% | 71.9%-4.6pp | 79.3%-12.0pp | 67.9%-0.6pp |
| Annual return | -21.08% | -23.82%+2.7pp | -14.97%-6.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,932 | $2,693+8.9% | $4,232-30.7% | $2,596+12.9% |
| Participant deferral / active EE | $7,433 | $4,148+79.2% | $5,602+32.7% | $4,027+84.6% |
| Admin fee / account holder | $498 | $6,582-92.4% | $10,323-95.2% | $5,403-90.8% |