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 | $191,718 | $211,958-9.5% | $169,463+13.1% | $135,375+41.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -11.62% | 3.26%-14.9pp | 1.83%-13.5pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,838 | $5,120-64.1% | $4,159-55.8% | $4,779-61.5% |
| Participant deferral / active EE | $4,900 | $6,075-19.3% | $5,277-7.1% | $5,609-12.6% |
| Admin fee / account holder | $530 | $11,471-95.4% | $9,109-94.2% | $10,827-95.1% |