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 | $117,997 | $69,010+71.0% | $159,960-26.2% | $68,494+72.3% |
| Participation rate | 53.6% | 65.4%-11.8pp | 78.0%-24.4pp | 67.9%-14.3pp |
| Annual return | -19.44% | -9.65%-9.8pp | 408.60%-428.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,926 | $2,213-13.0% | $4,226-54.4% | $2,596-25.8% |
| Participant deferral / active EE | $3,660 | $4,212-13.1% | $6,182-40.8% | $4,027-9.1% |
| Admin fee / account holder | $12,469 | $4,798+159.9% | $8,698+43.4% | $5,403+130.8% |