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 | $235,093 | $114,381+105.5% | $107,525+118.6% | $142,382+65.1% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | -29.77% | 242.71%-272.5pp | 181.32%-211.1pp | 217.08%-246.8pp |
| Employer contribution / active EE | $1,176 | $4,015-70.7% | $3,754-68.7% | $4,299-72.7% |
| Participant deferral / active EE | $5,593 | $5,564+0.5% | $5,116+9.3% | $6,507-14.0% |
| Admin fee / account holder | $35,163 | $9,860+256.6% | $8,919+294.3% | $12,624+178.5% |