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 | $134,909 | $84,695+59.3% | $73,843+82.7% | $125,391+7.6% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -7.17% | 3123.53%-3130.7pp | 2267.84%-2275.0pp | 282.22%-289.4pp |
| Employer contribution / active EE | $343 | $3,123-89.0% | $2,787-87.7% | $4,866-92.9% |
| Participant deferral / active EE | $2,750 | $3,992-31.1% | $3,583-23.3% | $5,352-48.6% |
| Admin fee / account holder | $5,294 | $5,691-7.0% | $4,880+8.5% | $9,540-44.5% |