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 | $71,150 | $57,354+24.1% | $83,848-15.1% | $64,186+10.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -9.31% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,518 | $2,545-1.1% | $3,631-30.6% | $2,381+5.8% |
| Participant deferral / active EE | $4,002 | $2,993+33.7% | $4,082-2.0% | $3,470+15.3% |
| Admin fee / account holder | $655 | $4,046-83.8% | $5,478-88.1% | $4,888-86.6% |