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 | $167,539 | $147,167+13.8% | $111,392+50.4% | $135,375+23.8% |
| Participation rate | 54.5% | 84.0%-29.5pp | 78.9%-24.3pp | 82.6%-28.1pp |
| Annual return | -10.03% | -4.44%-5.6pp | -2.06%-8.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,353 | $5,204-74.0% | $4,328-68.7% | $4,779-71.7% |
| Participant deferral / active EE | $2,982 | $6,565-54.6% | $5,567-46.4% | $5,609-46.8% |
| Admin fee / account holder | $1,331 | $20,270-93.4% | $12,266-89.1% | $10,827-87.7% |