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 | $112,405 | $107,334+4.7% | $92,893+21.0% | $152,861-26.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | -4.03% | 145.58%-149.6pp | 109.41%-113.4pp | 345.32%-349.3pp |
| Employer contribution / active EE | $1,407 | $4,221-66.7% | $3,653-61.5% | $4,762-70.4% |
| Participant deferral / active EE | $4,361 | $4,845-10.0% | $4,236+2.9% | $5,850-25.5% |
| Admin fee / account holder | $979 | $7,079-86.2% | $5,794-83.1% | $11,596-91.6% |