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 | $35,911 | $40,385-11.1% | $80,569-55.4% | $74,419-51.7% |
| Participation rate | 22.9% | 47.4%-24.6pp | 67.0%-44.1pp | 70.7%-47.9pp |
| Annual return | 10.52% | 164.85%-154.3pp | 935.43%-924.9pp | 34.38%-23.9pp |
| Employer contribution / active EE | $287 | $1,496-80.8% | $2,723-89.5% | $2,637-89.1% |
| Participant deferral / active EE | $1,056 | $2,674-60.5% | $4,447-76.2% | $4,528-76.7% |
| Admin fee / account holder | $3,141 | $720+336.4% | $5,377-41.6% | $348+803.0% |