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 | $53,237 | $144,119-63.1% | $117,854-54.8% | $147,584-63.9% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | -1.59% | 531.15%-532.7pp | 335.08%-336.7pp | 578.55%-580.1pp |
| Employer contribution / active EE | $1,835 | $4,896-62.5% | $3,786-51.5% | $4,876-62.4% |
| Participant deferral / active EE | $5,335 | $5,316+0.4% | $4,482+19.0% | $5,439-1.9% |
| Admin fee / account holder | $722 | $10,886-93.4% | $8,020-91.0% | $10,885-93.4% |