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 | $25,919 | $138,044-81.2% | $125,339-79.3% | $134,475-80.7% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -22.62% | 750.33%-772.9pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,493 | $5,243-52.5% | $4,814-48.2% | $4,740-47.4% |
| Participant deferral / active EE | $5,122 | $7,799-34.3% | $7,446-31.2% | $6,400-20.0% |
| Admin fee / account holder | $14,399 | $11,571+24.4% | $10,010+43.9% | $11,426+26.0% |