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 | $68,247 | $77,813-12.3% | $123,544-44.8% | $64,186+6.3% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.3%-16.6pp | 69.6%-3.9pp |
| Annual return | -8.22% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,382 | $3,014-54.1% | $4,628-70.1% | $2,381-41.9% |
| Participant deferral / active EE | $5,274 | $5,240+0.6% | $6,426-17.9% | $3,470+52.0% |
| Admin fee / account holder | $1,567 | $5,519-71.6% | $9,284-83.1% | $4,888-68.0% |