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 | $111,567 | $100,773+10.7% | $88,946+25.4% | $142,382-21.6% |
| Participation rate | 46.2% | 74.3%-28.1pp | 68.8%-22.7pp | 80.1%-34.0pp |
| Annual return | -6.62% | 70.18%-76.8pp | 57.82%-64.4pp | 217.08%-223.7pp |
| Employer contribution / active EE | $1,474 | $2,918-49.5% | $2,555-42.3% | $4,299-65.7% |
| Participant deferral / active EE | $2,675 | $5,230-48.9% | $4,581-41.6% | $6,507-58.9% |
| Admin fee / account holder | $25,767 | $9,693+165.8% | $8,261+211.9% | $12,624+104.1% |