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 | $43,393 | $97,757-55.6% | $83,848-48.2% | $135,375-67.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -11.90% | 1287.37%-1299.3pp | 850.88%-862.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,026 | $4,222-52.0% | $3,631-44.2% | $4,779-57.6% |
| Participant deferral / active EE | $4,726 | $4,682+0.9% | $4,082+15.8% | $5,609-15.7% |
| Admin fee / account holder | $764 | $6,674-88.6% | $5,478-86.1% | $10,827-92.9% |