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 | $51,938 | $92,703-44.0% | $82,719-37.2% | $134,475-61.4% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -32.48% | 944.92%-977.4pp | 701.18%-733.7pp | 417.96%-450.4pp |
| Employer contribution / active EE | $845 | $3,274-74.2% | $3,009-71.9% | $4,740-82.2% |
| Participant deferral / active EE | $1,653 | $4,802-65.6% | $4,395-62.4% | $6,400-74.2% |
| Admin fee / account holder | $576 | $5,983-90.4% | $5,329-89.2% | $11,426-95.0% |