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 | $78,383 | $91,538-14.4% | $129,995-39.7% | $75,163+4.3% |
| Participation rate | 51.9% | 71.4%-19.5pp | 78.5%-26.6pp | 67.2%-15.3pp |
| Annual return | 11.56% | -631.11%+642.7pp | -137.18%+148.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $851 | $2,845-70.1% | $4,320-80.3% | $2,670-68.1% |
| Participant deferral / active EE | $3,667 | $4,341-15.5% | $5,820-37.0% | $4,125-11.1% |
| Admin fee / account holder | $7,689 | $6,790+13.2% | $10,614-27.6% | $5,651+36.1% |