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 | $113,902 | $107,334+6.1% | $92,893+22.6% | $152,861-25.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | -1.42% | 145.58%-147.0pp | 109.41%-110.8pp | 345.32%-346.7pp |
| Employer contribution / active EE | $1,798 | $4,221-57.4% | $3,653-50.8% | $4,762-62.2% |
| Participant deferral / active EE | $7,359 | $4,845+51.9% | $4,236+73.7% | $5,850+25.8% |
| Admin fee / account holder | $4,144 | $7,079-41.5% | $5,794-28.5% | $11,596-64.3% |