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 | $130,164 | $149,734-13.1% | $118,925+9.5% | $158,922-18.1% |
| Participation rate | 55.6% | 82.1%-26.5pp | 75.4%-19.8pp | 82.0%-26.4pp |
| Annual return | -1.49% | 19.95%-21.4pp | 35.88%-37.4pp | 302.83%-304.3pp |
| Employer contribution / active EE | $1,606 | $4,115-61.0% | $3,263-50.8% | $4,761-66.3% |
| Participant deferral / active EE | $3,645 | $5,223-30.2% | $4,265-14.5% | $5,982-39.1% |
| Admin fee / account holder | $11,895 | $8,603+38.3% | $6,581+80.8% | $11,246+5.8% |