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 | $202,535 | $59,107+242.7% | $86,436+134.3% | $68,494+195.7% |
| Participation rate | 36.7% | 75.2%-38.6pp | 80.3%-43.7pp | 67.9%-31.2pp |
| Annual return | -22.47% | -0.23%-22.2pp | 4394.89%-4417.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,199 | $2,519-52.4% | $3,769-68.2% | $2,596-53.8% |
| Participant deferral / active EE | $4,071 | $5,901-31.0% | $6,952-41.4% | $4,027+1.1% |
| Admin fee / account holder | $51,066 | $5,637+805.9% | $6,731+658.7% | $5,403+845.2% |