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 | $107,471 | $69,010+55.7% | $159,960-32.8% | $68,494+56.9% |
| Participation rate | 56.4% | 65.4%-9.0pp | 78.0%-21.5pp | 67.9%-11.5pp |
| Annual return | -22.60% | -9.65%-12.9pp | 408.60%-431.2pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,628 | $2,213-26.5% | $4,226-61.5% | $2,596-37.3% |
| Participant deferral / active EE | $4,450 | $4,212+5.7% | $6,182-28.0% | $4,027+10.5% |
| Admin fee / account holder | $5,750 | $4,798+19.8% | $8,698-33.9% | $5,403+6.4% |