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 | $38,742 | $40,256-3.8% | $57,343-32.4% | $59,632-35.0% |
| Participation rate | 36.0% | 69.2%-33.2pp | 75.1%-39.1pp | 68.7%-32.7pp |
| Annual return | -2.16% | 27.49%-29.7pp | 24.39%-26.6pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,730 | $1,922+42.0% | $2,689+1.5% | $2,203+23.9% |
| Participant deferral / active EE | $4,522 | $2,399+88.5% | $3,162+43.0% | $3,192+41.7% |
| Admin fee / account holder | $917 | $2,818-67.5% | $3,356-72.7% | $4,297-78.7% |