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 | $16,351 | $97,757-83.3% | $83,848-80.5% | $135,375-87.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -17.69% | 1287.37%-1305.1pp | 850.88%-868.6pp | 519.73%-537.4pp |
| Employer contribution / active EE | $1,218 | $4,222-71.2% | $3,631-66.5% | $4,779-74.5% |
| Participant deferral / active EE | $2,844 | $4,682-39.3% | $4,082-30.3% | $5,609-49.3% |
| Admin fee / account holder | $938 | $6,674-85.9% | $5,478-82.9% | $10,827-91.3% |