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 | $81,564 | $115,882-29.6% | $100,516-18.9% | $158,922-48.7% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | -3.87% | 34.79%-38.7pp | 30.89%-34.8pp | 302.83%-306.7pp |
| Employer contribution / active EE | $1,827 | $4,103-55.5% | $3,418-46.5% | $4,761-61.6% |
| Participant deferral / active EE | $9,481 | $6,674+42.0% | $6,270+51.2% | $5,982+58.5% |
| Admin fee / account holder | $13,279 | $10,995+20.8% | $8,081+64.3% | $11,246+18.1% |