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 | $81,491 | $69,010+18.1% | $159,960-49.1% | $68,494+19.0% |
| Participation rate | 50.7% | 65.4%-14.7pp | 78.0%-27.2pp | 67.9%-17.2pp |
| Annual return | -20.89% | -9.65%-11.2pp | 408.60%-429.5pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,129 | $2,213-49.0% | $4,226-73.3% | $2,596-56.5% |
| Participant deferral / active EE | $2,566 | $4,212-39.1% | $6,182-58.5% | $4,027-36.3% |
| Admin fee / account holder | $37,611 | $4,798+683.9% | $8,698+332.4% | $5,403+596.2% |