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 | $90,407 | $90,503-0.1% | $78,689+14.9% | $273,961-67.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | -0.34% | 75.60%-75.9pp | 62.18%-62.5pp | 41.45%-41.8pp |
| Employer contribution / active EE | $4,170 | $3,176+31.3% | $2,851+46.3% | $4,869-14.3% |
| Participant deferral / active EE | $1,208 | $3,901-69.0% | $3,517-65.7% | $5,287-77.2% |
| Admin fee / account holder | $1,397 | $5,263-73.5% | $4,510-69.0% | $10,132-86.2% |