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 | $63,415 | $76,000-16.6% | $154,107-58.9% | $64,186-1.2% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -8.37% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,989 | $3,351-10.8% | $5,298-43.6% | $2,381+25.5% |
| Participant deferral / active EE | $6,572 | $3,175+107.0% | $5,081+29.3% | $3,470+89.4% |
| Admin fee / account holder | $3,209 | $5,596-42.7% | $13,411-76.1% | $4,888-34.3% |