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 | $51,415 | $99,020-48.1% | $86,590-40.6% | $147,584-65.2% |
| Participation rate | 11.8% | 76.3%-64.6pp | 73.5%-61.8pp | 82.8%-71.1pp |
| Annual return | -9.43% | 1312.34%-1321.8pp | 964.84%-974.3pp | 578.55%-588.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,155 | $3,972-45.7% | $3,609-40.3% | $5,439-60.4% |
| Admin fee / account holder | $10,428 | $5,710+82.6% | $4,906+112.6% | $10,885-4.2% |