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 | $77,934 | $30,732+153.6% | $59,496+31.0% | $59,632+30.7% |
| Participation rate | 20.4% | 43.2%-22.8pp | 54.6%-34.2pp | 68.7%-48.3pp |
| Annual return | -4.34% | 4.47%-8.8pp | 182.05%-186.4pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $348 | $631-44.8% | $1,153-69.8% | $2,203-84.2% |
| Participant deferral / active EE | $1,634 | $1,183+38.1% | $1,829-10.7% | $3,192-48.8% |
| Admin fee / account holder | $717 | $2,136-66.4% | $2,232-67.9% | $4,297-83.3% |