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 | $146,208 | $93,571+56.3% | $135,903+7.6% | $75,163+94.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | -28.90% | 30.90%-59.8pp | 68.23%-97.1pp | 160.62%-189.5pp |
| Employer contribution / active EE | $24,570 | $3,537+594.7% | $4,856+405.9% | $2,670+820.3% |
| Participant deferral / active EE | $3,432 | $6,404-46.4% | $7,758-55.8% | $4,125-16.8% |
| Admin fee / account holder | $1,207 | $6,975-82.7% | $10,762-88.8% | $5,651-78.6% |