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 | $89,490 | $96,635-7.4% | $86,612+3.3% | $139,434-35.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | -0.66% | 106.41%-107.1pp | 591.07%-591.7pp | 372.94%-373.6pp |
| Employer contribution / active EE | $4,262 | $3,263+30.6% | $3,022+41.0% | $4,751-10.3% |
| Participant deferral / active EE | $12,828 | $4,836+165.3% | $4,438+189.1% | $6,710+91.2% |
| Admin fee / account holder | $601 | $6,408-90.6% | $5,614-89.3% | $11,403-94.7% |