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 | $80,831 | $72,404+11.6% | $110,238-26.7% | $64,186+25.9% |
| Participation rate | 69.7% | 73.3%-3.7pp | 79.8%-10.2pp | 69.6%+0.1pp |
| Annual return | -8.22% | -6.29%-1.9pp | 314.74%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,734 | $2,282+19.8% | $3,826-28.5% | $2,381+14.8% |
| Participant deferral / active EE | $6,157 | $3,469+77.5% | $4,672+31.8% | $3,470+77.5% |
| Admin fee / account holder | $3,005 | $5,664-46.9% | $8,547-64.8% | $4,888-38.5% |