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 | $38,307 | $97,757-60.8% | $83,848-54.3% | $135,375-71.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.42% | 1287.37%-1297.8pp | 850.88%-861.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,828 | $4,222-56.7% | $3,631-49.7% | $4,779-61.8% |
| Participant deferral / active EE | $2,065 | $4,682-55.9% | $4,082-49.4% | $5,609-63.2% |
| Admin fee / account holder | $375 | $6,674-94.4% | $5,478-93.2% | $10,827-96.5% |