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 | $54,886 | $47,977+14.4% | $154,107-64.4% | $56,287-2.5% |
| Participation rate | 43.1% | 66.2%-23.0pp | 83.0%-39.9pp | 69.9%-26.7pp |
| Annual return | -7.62% | 3.54%-11.2pp | 735.12%-742.7pp | -9.96%+2.3pp |
| Employer contribution / active EE | $851 | $2,169-60.8% | $5,298-83.9% | $2,111-59.7% |
| Participant deferral / active EE | $2,355 | $2,392-1.5% | $5,081-53.6% | $3,350-29.7% |
| Admin fee / account holder | $12,798 | $438+2820.4% | $13,411-4.6% | $521+2356.7% |