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 | $23,598 | $82,630-71.4% | $64,105-63.2% | $125,391-81.2% |
| Participation rate | 38.5% | 75.9%-37.4pp | 68.2%-29.7pp | 83.2%-44.7pp |
| Annual return | -4.17% | 1489.72%-1493.9pp | 791.24%-795.4pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,347 | $2,671-49.6% | $1,820-26.0% | $4,866-72.3% |
| Participant deferral / active EE | $5,162 | $3,608+43.0% | $2,822+82.9% | $5,352-3.5% |
| Admin fee / account holder | $6,350 | $6,382-0.5% | $4,499+41.1% | $9,540-33.4% |