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 | $143,325 | $71,883+99.4% | $86,677+65.4% | $68,494+109.3% |
| Participation rate | 48.0% | 72.2%-24.2pp | 76.6%-28.6pp | 67.9%-19.9pp |
| Annual return | -23.39% | 3.52%-26.9pp | 35.91%-59.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $4,625 | $2,173+112.8% | $2,836+63.0% | $2,596+78.1% |
| Participant deferral / active EE | $11,502 | $3,779+204.4% | $4,656+147.1% | $4,027+185.6% |
| Admin fee / account holder | $10,183 | $6,112+66.6% | $7,493+35.9% | $5,403+88.5% |