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 | $156,903 | $64,707+142.5% | $112,228+39.8% | $68,494+129.1% |
| Participation rate | 43.2% | 67.2%-23.9pp | 75.1%-31.8pp | 67.9%-24.6pp |
| Annual return | -22.04% | -11.40%-10.6pp | 27.45%-49.5pp | -7.84%-14.2pp |
| Employer contribution / active EE | $3,102 | $2,746+13.0% | $3,635-14.6% | $2,596+19.5% |
| Participant deferral / active EE | $4,975 | $3,565+39.6% | $4,728+5.2% | $4,027+23.5% |
| Admin fee / account holder | $748 | $5,232-85.7% | $6,410-88.3% | $5,403-86.2% |