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 | $149,596 | $138,065+8.4% | $123,544+21.1% | $135,375+10.5% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -9.68% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $902 | $5,151-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $2,865 | $6,799-57.9% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $678 | $10,916-93.8% | $9,284-92.7% | $10,827-93.7% |