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 | $155,622 | $65,703+136.9% | $94,224+65.2% | $59,632+161.0% |
| Participation rate | 35.3% | 72.1%-36.8pp | 78.8%-43.5pp | 68.7%-33.4pp |
| Annual return | -3.07% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,719 | $3,143-13.5% | $4,320-37.1% | $3,192-14.8% |
| Admin fee / account holder | $447 | $4,264-89.5% | $6,269-92.9% | $4,297-89.6% |