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 | $51,664 | $30,732+68.1% | $59,496-13.2% | $59,632-13.4% |
| Participation rate | 14.6% | 43.2%-28.6pp | 54.6%-40.0pp | 68.7%-54.1pp |
| Annual return | -4.71% | 4.47%-9.2pp | 182.05%-186.8pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $1,268 | $631+101.1% | $1,153+10.0% | $2,203-42.4% |
| Participant deferral / active EE | $1,275 | $1,183+7.8% | $1,829-30.3% | $3,192-60.1% |
| Admin fee / account holder | $3,700 | $2,136+73.2% | $2,232+65.7% | $4,297-13.9% |