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 | $108,664 | $180,449-39.8% | $154,107-29.5% | $135,375-19.7% |
| Participation rate | 61.9% | 87.4%-25.5pp | 83.0%-21.1pp | 82.6%-20.7pp |
| Annual return | -8.85% | 888.09%-896.9pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,960 | $6,035-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $4,691 | $5,806-19.2% | $5,081-7.7% | $5,609-16.4% |
| Admin fee / account holder | $394 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |