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 | $81,742 | $94,529-13.5% | $140,016-41.6% | $64,186+27.4% |
| Participation rate | 67.7% | 84.1%-16.3pp | 87.5%-19.8pp | 69.6%-1.8pp |
| Annual return | -9.47% | 7.77%-17.2pp | 651.12%-660.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,921 | $5,250+89.0% | $6,927+43.2% | $3,470+186.0% |
| Admin fee / account holder | $7,903 | $6,741+17.2% | $10,705-26.2% | $4,888+61.7% |