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 | $71,658 | $54,229+32.1% | $70,092+2.2% | $68,494+4.6% |
| Participation rate | 54.2% | 64.5%-10.3pp | 70.5%-16.3pp | 67.9%-13.7pp |
| Annual return | -19.94% | -13.87%-6.1pp | 190.73%-210.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,090 | $2,018+3.5% | $2,559-18.3% | $2,596-19.5% |
| Participant deferral / active EE | $6,736 | $2,956+127.9% | $3,849+75.0% | $4,027+67.3% |
| Admin fee / account holder | $11,668 | $4,694+148.6% | $6,267+86.2% | $5,403+116.0% |