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 | $197,474 | $133,958+47.4% | $112,228+76.0% | $134,475+46.8% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.1%-5.5pp | 81.2%-11.7pp |
| Annual return | -25.31% | 47.11%-72.4pp | 27.45%-52.8pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,461 | $4,038+10.5% | $3,635+22.7% | $4,740-5.9% |
| Participant deferral / active EE | $6,983 | $5,291+32.0% | $4,728+47.7% | $6,400+9.1% |
| Admin fee / account holder | $1,791 | $7,489-76.1% | $6,410-72.1% | $11,426-84.3% |