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 | $192,684 | $59,805+222.2% | $79,550+142.2% | $68,494+181.3% |
| Participation rate | 29.7% | 61.1%-31.3pp | 69.5%-39.8pp | 67.9%-38.2pp |
| Annual return | -21.01% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $956 | $1,505-36.5% | $2,413-60.4% | $2,596-63.2% |
| Participant deferral / active EE | $1,691 | $3,024-44.1% | $3,985-57.6% | $4,027-58.0% |
| Admin fee / account holder | $5,941 | $4,835+22.9% | $6,832-13.0% | $5,403+10.0% |