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 | $40,539 | $138,065-70.6% | $123,544-67.2% | $135,375-70.1% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | -10.13% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,444 | $5,151-72.0% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $2,756 | $6,799-59.5% | $6,426-57.1% | $5,609-50.9% |
| Admin fee / account holder | $5,401 | $10,916-50.5% | $9,284-41.8% | $10,827-50.1% |