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 | $66,107 | $109,327-39.5% | $89,391-26.0% | $158,922-58.4% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | -1.05% | 345.68%-346.7pp | 245.62%-246.7pp | 302.83%-303.9pp |
| Employer contribution / active EE | $2,543 | $3,170-19.8% | $2,586-1.6% | $4,761-46.6% |
| Participant deferral / active EE | $3,766 | $4,598-18.1% | $3,890-3.2% | $5,982-37.1% |
| Admin fee / account holder | $6,651 | $6,153+8.1% | $4,881+36.2% | $11,246-40.9% |