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 | $34,807 | $93,346-62.7% | $71,796-51.5% | $273,961-87.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | -0.22% | 130.39%-130.6pp | 78.04%-78.3pp | 41.45%-41.7pp |
| Employer contribution / active EE | $4,728 | $2,733+73.0% | $1,924+145.7% | $4,869-2.9% |
| Participant deferral / active EE | $10,616 | $3,475+205.5% | $2,794+279.9% | $5,287+100.8% |
| Admin fee / account holder | $1,749 | $6,571-73.4% | $4,815-63.7% | $10,132-82.7% |