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 | $85,376 | $57,354+48.9% | $83,848+1.8% | $64,186+33.0% |
| Participation rate | 67.4% | 68.6%-1.2pp | 76.1%-8.7pp | 69.6%-2.1pp |
| Annual return | -10.14% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $854 | $2,545-66.4% | $3,631-76.5% | $2,381-64.1% |
| Participant deferral / active EE | $5,875 | $2,993+96.3% | $4,082+43.9% | $3,470+69.3% |
| Admin fee / account holder | $1,567 | $4,046-61.3% | $5,478-71.4% | $4,888-68.0% |