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 | $24,993 | $97,757-74.4% | $83,848-70.2% | $135,375-81.5% |
| Participation rate | 46.2% | 80.0%-33.8pp | 76.1%-30.0pp | 82.6%-36.5pp |
| Annual return | -11.74% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,455 | $4,222-41.9% | $3,631-32.4% | $4,779-48.6% |
| Participant deferral / active EE | $3,317 | $4,682-29.2% | $4,082-18.7% | $5,609-40.9% |
| Admin fee / account holder | $442 | $6,674-93.4% | $5,478-91.9% | $10,827-95.9% |