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 | $141,216 | $64,707+118.2% | $112,228+25.8% | $68,494+106.2% |
| Participation rate | 59.5% | 67.2%-7.7pp | 75.1%-15.6pp | 67.9%-8.4pp |
| Annual return | -19.80% | -11.40%-8.4pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,557 | $2,746+29.5% | $3,635-2.1% | $2,596+37.0% |
| Participant deferral / active EE | $6,924 | $3,565+94.2% | $4,728+46.5% | $4,027+71.9% |
| Admin fee / account holder | $336 | $5,232-93.6% | $6,410-94.8% | $5,403-93.8% |