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 | $71,496 | $54,350+31.5% | $82,719-13.6% | $68,494+4.4% |
| Participation rate | 69.7% | 63.9%+5.8pp | 72.6%-2.9pp | 67.9%+1.8pp |
| Annual return | -21.36% | -13.67%-7.7pp | 701.18%-722.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $3,419 | $2,218+54.1% | $3,009+13.6% | $2,596+31.7% |
| Participant deferral / active EE | $3,199 | $3,246-1.5% | $4,395-27.2% | $4,027-20.6% |
| Admin fee / account holder | $1,885 | $4,395-57.1% | $5,329-64.6% | $5,403-65.1% |