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 | $69,267 | $92,703-25.3% | $82,719-16.3% | $134,475-48.5% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -21.79% | 944.92%-966.7pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,548 | $3,274-22.2% | $3,009-15.3% | $4,740-46.2% |
| Participant deferral / active EE | $7,110 | $4,802+48.1% | $4,395+61.8% | $6,400+11.1% |
| Admin fee / account holder | $510 | $5,983-91.5% | $5,329-90.4% | $11,426-95.5% |