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 | $109,088 | $162,781-33.0% | $133,956-18.6% | $158,922-31.4% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | -9.43% | 41.94%-51.4pp | 45.09%-54.5pp | 302.83%-312.3pp |
| Employer contribution / active EE | $1,172 | $4,975-76.4% | $3,919-70.1% | $4,761-75.4% |
| Participant deferral / active EE | $6,820 | $5,911+15.4% | $5,048+35.1% | $5,982+14.0% |
| Admin fee / account holder | $472 | $11,736-96.0% | $8,927-94.7% | $11,246-95.8% |