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 | $57,847 | $52,681+9.8% | $75,781-23.7% | $59,632-3.0% |
| Participation rate | 58.8% | 67.2%-8.4pp | 75.8%-17.0pp | 68.7%-9.8pp |
| Annual return | -4.79% | 2.95%-7.7pp | 9.68%-14.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,803 | $2,591+8.2% | $3,651-23.2% | $3,192-12.2% |
| Admin fee / account holder | $1,515 | $3,610-58.0% | $5,299-71.4% | $4,297-64.7% |