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 | $27,110 | $90,600-70.1% | $79,464-65.9% | $135,375-80.0% |
| Participation rate | 41.7% | 76.0%-34.4pp | 73.3%-31.7pp | 82.6%-41.0pp |
| Annual return | -10.46% | 977.43%-987.9pp | 718.14%-728.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $563 | $3,068-81.7% | $2,800-79.9% | $4,779-88.2% |
| Participant deferral / active EE | $2,359 | $4,050-41.8% | $3,704-36.3% | $5,609-57.9% |
| Admin fee / account holder | $470 | $5,907-92.0% | $5,113-90.8% | $10,827-95.7% |