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 | $180,029 | $127,777+40.9% | $106,548+69.0% | $167,490+7.5% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | -8.04% | 33.87%-41.9pp | 26.80%-34.8pp | 478.56%-486.6pp |
| Employer contribution / active EE | $1,760 | $3,427-48.6% | $2,819-37.6% | $4,837-63.6% |
| Participant deferral / active EE | $5,359 | $5,087+5.3% | $4,398+21.8% | $6,341-15.5% |
| Admin fee / account holder | $2,568 | $11,228-77.1% | $7,407-65.3% | $12,309-79.1% |