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 | $81,759 | $138,065-40.8% | $123,544-33.8% | $135,375-39.6% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -11.40% | 153.68%-165.1pp | 119.20%-130.6pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,526 | $5,151-51.0% | $4,628-45.4% | $4,779-47.2% |
| Participant deferral / active EE | $5,117 | $6,799-24.7% | $6,426-20.4% | $5,609-8.8% |
| Admin fee / account holder | $2,088 | $10,916-80.9% | $9,284-77.5% | $10,827-80.7% |