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 | $129,666 | $81,258+59.6% | $105,218+23.2% | $59,632+117.4% |
| Participation rate | 53.3% | 75.4%-22.1pp | 77.2%-23.9pp | 68.7%-15.3pp |
| Annual return | -14.86% | 1.96%-16.8pp | 5.33%-20.2pp | 2041.28%-2056.1pp |
| Employer contribution / active EE | $652 | $2,562-74.6% | $3,255-80.0% | $2,203-70.4% |
| Participant deferral / active EE | $6,676 | $3,881+72.0% | $4,867+37.2% | $3,192+109.2% |
| Admin fee / account holder | $463 | $5,841-92.1% | $6,992-93.4% | $4,297-89.2% |