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 | $91,026 | $91,552-0.6% | $133,956-32.0% | $79,858+14.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -2.19% | 61.85%-64.0pp | 45.09%-47.3pp | 31.71%-33.9pp |
| Employer contribution / active EE | $1,130 | $2,384-52.6% | $3,919-71.2% | $2,471-54.3% |
| Participant deferral / active EE | $1,986 | $3,733-46.8% | $5,048-60.6% | $3,740-46.9% |
| Admin fee / account holder | $1,125 | $6,321-82.2% | $8,927-87.4% | $5,306-78.8% |