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 | $71,583 | $91,538-21.8% | $129,995-44.9% | $75,163-4.8% |
| Participation rate | 57.9% | 71.4%-13.5pp | 78.5%-20.6pp | 67.2%-9.3pp |
| Annual return | -7.35% | -631.11%+623.8pp | -137.18%+129.8pp | 160.62%-168.0pp |
| Employer contribution / active EE | $1,526 | $2,845-46.4% | $4,320-64.7% | $2,670-42.8% |
| Participant deferral / active EE | $3,399 | $4,341-21.7% | $5,820-41.6% | $4,125-17.6% |
| Admin fee / account holder | $11,107 | $6,790+63.6% | $10,614+4.6% | $5,651+96.5% |