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 | $61,419 | $25,979+136.4% | $71,735-14.4% | $68,494-10.3% |
| Participation rate | 63.9% | 54.5%+9.4pp | 62.3%+1.6pp | 67.9%-4.0pp |
| Annual return | -21.91% | -15.10%-6.8pp | 9.14%-31.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,012 | $900+12.4% | $1,704-40.6% | $2,596-61.0% |
| Participant deferral / active EE | $5,061 | $1,522+232.5% | $2,658+90.4% | $4,027+25.7% |
| Admin fee / account holder | $3,881 | $2,022+92.0% | $3,974-2.3% | $5,403-28.2% |