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 | $149,701 | $46,674+220.7% | $117,472+27.4% | $68,494+118.6% |
| Participation rate | 35.8% | 56.8%-20.9pp | 70.6%-34.7pp | 67.9%-32.0pp |
| Annual return | -22.30% | -14.52%-7.8pp | 29.74%-52.0pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,232 | $1,505-18.1% | $4,176-70.5% | $2,596-52.6% |
| Participant deferral / active EE | $1,955 | $2,636-25.9% | $4,070-52.0% | $4,027-51.5% |
| Admin fee / account holder | $12,411 | $4,020+208.7% | $5,645+119.9% | $5,403+129.7% |