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 | $116,714 | $48,265+141.8% | $68,791+69.7% | $68,494+70.4% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -19.90% | -12.71%-7.2pp | -6.38%-13.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,806 | $1,829-1.2% | $2,655-32.0% | $2,596-30.4% |
| Participant deferral / active EE | $7,225 | $2,867+152.0% | $3,941+83.3% | $4,027+79.4% |
| Admin fee / account holder | $24,787 | $4,355+469.1% | $4,932+402.6% | $5,403+358.8% |