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 | $102,165 | $97,757+4.5% | $83,848+21.8% | $135,375-24.5% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -11.37% | 1287.37%-1298.7pp | 850.88%-862.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,995 | $4,222-52.7% | $3,631-45.0% | $4,779-58.2% |
| Participant deferral / active EE | $5,469 | $4,682+16.8% | $4,082+34.0% | $5,609-2.5% |
| Admin fee / account holder | $768 | $6,674-88.5% | $5,478-86.0% | $10,827-92.9% |