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 | $114,521 | $82,286+39.2% | $68,791+66.5% | $134,475-14.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -20.83% | -2.19%-18.6pp | -6.38%-14.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,908 | $3,301-42.2% | $2,655-28.1% | $4,740-59.7% |
| Participant deferral / active EE | $6,681 | $4,739+41.0% | $3,941+69.5% | $6,400+4.4% |
| Admin fee / account holder | $6,355 | $6,481-1.9% | $4,932+28.9% | $11,426-44.4% |