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 | $147,232 | $110,094+33.7% | $151,611-2.9% | $68,494+115.0% |
| Participation rate | 54.8% | 84.0%-29.2pp | 87.5%-32.7pp | 67.9%-13.1pp |
| Annual return | -19.30% | -10.12%-9.2pp | 3.33%-22.6pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,911 | $4,471-57.3% | $6,166-69.0% | $2,596-26.4% |
| Participant deferral / active EE | $4,730 | $6,527-27.5% | $8,363-43.4% | $4,027+17.5% |
| Admin fee / account holder | $21,580 | $7,719+179.6% | $11,616+85.8% | $5,403+299.4% |