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 | $43,435 | $100,852-56.9% | $90,404-52.0% | $158,922-72.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | -0.40% | 1724.20%-1724.6pp | 1293.02%-1293.4pp | 302.83%-303.2pp |
| Employer contribution / active EE | $987 | $3,689-73.2% | $3,262-69.7% | $4,761-79.3% |
| Participant deferral / active EE | $2,705 | $4,348-37.8% | $3,963-31.7% | $5,982-54.8% |
| Admin fee / account holder | $13,135 | $6,501+102.0% | $5,611+134.1% | $11,246+16.8% |