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 | $89,842 | $54,350+65.3% | $82,719+8.6% | $68,494+31.2% |
| Participation rate | 36.8% | 63.9%-27.1pp | 72.6%-35.7pp | 67.9%-31.0pp |
| Annual return | -28.32% | -13.67%-14.6pp | 701.18%-729.5pp | -7.84%-20.5pp |
| Employer contribution / active EE | $1,254 | $2,218-43.5% | $3,009-58.3% | $2,596-51.7% |
| Participant deferral / active EE | $3,286 | $3,246+1.2% | $4,395-25.2% | $4,027-18.4% |
| Admin fee / account holder | $1,506 | $4,395-65.7% | $5,329-71.7% | $5,403-72.1% |