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 | $102,556 | $149,734-31.5% | $118,925-13.8% | $158,922-35.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | -6.00% | 19.95%-25.9pp | 35.88%-41.9pp | 302.83%-308.8pp |
| Employer contribution / active EE | $2,172 | $4,115-47.2% | $3,263-33.4% | $4,761-54.4% |
| Participant deferral / active EE | $5,541 | $5,223+6.1% | $4,265+29.9% | $5,982-7.4% |
| Admin fee / account holder | $880 | $8,603-89.8% | $6,581-86.6% | $11,246-92.2% |