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 | $77,477 | $56,484+37.2% | $169,463-54.3% | $64,186+20.7% |
| Participation rate | 33.3% | 64.5%-31.2pp | 77.8%-44.4pp | 69.6%-36.2pp |
| Annual return | -9.90% | -1.55%-8.3pp | 1.83%-11.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,052 | $1,832-42.6% | $4,159-74.7% | $2,381-55.8% |
| Participant deferral / active EE | $2,617 | $3,448-24.1% | $5,277-50.4% | $3,470-24.6% |
| Admin fee / account holder | $895 | $4,174-78.5% | $9,109-90.2% | $4,888-81.7% |