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 | $37,916 | $56,199-32.5% | $67,652-44.0% | $59,632-36.4% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | -3.29% | 18505.31%-18508.6pp | 6625.04%-6628.3pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,259 | $1,614+39.9% | $2,266-0.3% | $2,203+2.6% |
| Participant deferral / active EE | $1,673 | $2,844-41.2% | $3,560-53.0% | $3,192-47.6% |
| Admin fee / account holder | $14,134 | $3,958+257.1% | $4,821+193.2% | $4,297+228.9% |