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 | $91,258 | $113,935-19.9% | $94,224-3.1% | $125,391-27.2% |
| Participation rate | 63.6% | 82.9%-19.3pp | 78.8%-15.1pp | 83.2%-19.6pp |
| Annual return | -3.94% | 5.29%-9.2pp | 10.68%-14.6pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,236 | $4,727-73.9% | $3,587-65.6% | $4,866-74.6% |
| Participant deferral / active EE | $5,007 | $5,179-3.3% | $4,320+15.9% | $5,352-6.4% |
| Admin fee / account holder | $1,212 | $8,391-85.6% | $6,269-80.7% | $9,540-87.3% |