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 | $69,699 | $72,071-3.3% | $68,368+1.9% | $137,256-49.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 0.05% | 353.14%-353.1pp | 292.57%-292.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,880 | $2,788-32.6% | $2,649-29.0% | $4,156-54.8% |
| Participant deferral / active EE | $2,417 | $4,410-45.2% | $4,123-41.4% | $6,407-62.3% |
| Admin fee / account holder | $570 | $5,336-89.3% | $5,150-88.9% | $12,270-95.4% |