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 | $24,512 | $92,703-73.6% | $82,719-70.4% | $134,475-81.8% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -22.79% | 944.92%-967.7pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,272 | $3,274-30.6% | $3,009-24.5% | $4,740-52.1% |
| Participant deferral / active EE | $4,955 | $4,802+3.2% | $4,395+12.7% | $6,400-22.6% |
| Admin fee / account holder | $2,857 | $5,983-52.2% | $5,329-46.4% | $11,426-75.0% |