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 | $58,423 | $49,177+18.8% | $79,464-26.5% | $64,186-9.0% |
| Participation rate | 67.6% | 65.0%+2.5pp | 73.3%-5.8pp | 69.6%-2.0pp |
| Annual return | -8.41% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $5,470 | $2,076+163.5% | $2,800+95.3% | $2,381+129.8% |
| Participant deferral / active EE | $1,710 | $2,821-39.4% | $3,704-53.8% | $3,470-50.7% |
| Admin fee / account holder | $9,867 | $3,839+157.0% | $5,113+93.0% | $4,888+101.9% |