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 | $49,244 | $88,594-44.4% | $70,092-29.7% | $134,475-63.4% |
| Participation rate | 52.2% | 74.9%-22.8pp | 70.5%-18.3pp | 81.2%-29.0pp |
| Annual return | -21.35% | 442.67%-464.0pp | 190.73%-212.1pp | 417.96%-439.3pp |
| Employer contribution / active EE | $850 | $3,233-73.7% | $2,559-66.8% | $4,740-82.1% |
| Participant deferral / active EE | $4,305 | $4,772-9.8% | $3,849+11.9% | $6,400-32.7% |
| Admin fee / account holder | $1,112 | $10,441-89.3% | $6,267-82.2% | $11,426-90.3% |