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 | $89,100 | $85,766+3.9% | $136,294-34.6% | $70,131+27.0% |
| Participation rate | 48.0% | 74.2%-26.2pp | 81.9%-33.9pp | 69.5%-21.5pp |
| Annual return | -0.69% | 31.45%-32.1pp | 5155.94%-5156.6pp | 73.14%-73.8pp |
| Employer contribution / active EE | $848 | $2,966-71.4% | $4,695-81.9% | $2,342-63.8% |
| Participant deferral / active EE | $2,834 | $5,051-43.9% | $6,247-54.6% | $3,332-15.0% |
| Admin fee / account holder | $434 | $5,420-92.0% | $9,243-95.3% | $4,645-90.7% |