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 | $62,903 | $180,449-65.1% | $154,107-59.2% | $135,375-53.5% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -9.47% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,987 | $6,035-33.9% | $5,298-24.7% | $4,779-16.6% |
| Participant deferral / active EE | $6,980 | $5,806+20.2% | $5,081+37.4% | $5,609+24.4% |
| Admin fee / account holder | $5,715 | $16,143-64.6% | $13,411-57.4% | $10,827-47.2% |