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 | $63,197 | $57,354+10.2% | $83,848-24.6% | $64,186-1.5% |
| Participation rate | 53.1% | 68.6%-15.5pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | -18.11% | 11.38%-29.5pp | 850.88%-869.0pp | 7.63%-25.7pp |
| Employer contribution / active EE | $1,174 | $2,545-53.9% | $3,631-67.7% | $2,381-50.7% |
| Participant deferral / active EE | $3,836 | $2,993+28.2% | $4,082-6.0% | $3,470+10.6% |
| Admin fee / account holder | $6,999 | $4,046+73.0% | $5,478+27.8% | $4,888+43.2% |