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 6-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 | $70,542 | $167,307-57.8% | $143,757-50.9% | $134,475-47.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -35.79% | 0.46%-36.2pp | -0.04%-35.7pp | 417.96%-453.8pp |
| Employer contribution / active EE | $8,355 | $5,619+48.7% | $4,951+68.8% | $4,740+76.3% |
| Participant deferral / active EE | $10,131 | $6,446+57.2% | $5,637+79.7% | $6,400+58.3% |
| Admin fee / account holder | $896 | $18,088-95.0% | $14,673-93.9% | $11,426-92.2% |