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 | $76,448 | $73,867+3.5% | $143,757-46.8% | $68,494+11.6% |
| Participation rate | 43.1% | 66.7%-23.5pp | 80.3%-37.2pp | 67.9%-24.8pp |
| Annual return | -19.59% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $908 | $3,184-71.5% | $4,951-81.7% | $2,596-65.0% |
| Participant deferral / active EE | $1,894 | $3,384-44.0% | $5,637-66.4% | $4,027-53.0% |
| Admin fee / account holder | $13,580 | $5,755+136.0% | $14,673-7.4% | $5,403+151.4% |