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 5-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 | $54,714 | $167,307-67.3% | $143,757-61.9% | $134,475-59.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -28.71% | 0.46%-29.2pp | -0.04%-28.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $2,173 | $5,619-61.3% | $4,951-56.1% | $4,740-54.2% |
| Participant deferral / active EE | $12,741 | $6,446+97.7% | $5,637+126.0% | $6,400+99.1% |
| Admin fee / account holder | $3,361 | $18,088-81.4% | $14,673-77.1% | $11,426-70.6% |