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 | $58,162 | $99,032-41.3% | $80,019-27.3% | $135,375-57.0% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -10.27% | 15.39%-25.7pp | 11.22%-21.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,024 | $3,043-33.5% | $2,468-18.0% | $4,779-57.7% |
| Participant deferral / active EE | $3,827 | $4,282-10.6% | $3,686+3.8% | $5,609-31.8% |
| Admin fee / account holder | $907 | $10,436-91.3% | $6,521-86.1% | $10,827-91.6% |