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 | $121,946 | $105,860+15.2% | $90,749+34.4% | $134,475-9.3% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.7%-18.5pp | 81.2%-24.1pp |
| Annual return | -22.36% | -11.01%-11.4pp | -12.16%-10.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,614 | $5,216-49.9% | $4,564-42.7% | $6,400-59.2% |
| Admin fee / account holder | $35,472 | $13,938+154.5% | $8,445+320.1% | $11,426+210.5% |