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 | $22,789 | $101,283-77.5% | $75,826-69.9% | $135,375-83.2% |
| Participation rate | 66.7% | 72.7%-6.1pp | 68.2%-1.6pp | 82.6%-16.0pp |
| Annual return | -12.09% | 3384.62%-3396.7pp | 1914.15%-1926.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,247 | $2,382-47.7% | $1,913-34.8% | $4,779-73.9% |
| Participant deferral / active EE | $1,608 | $3,469-53.6% | $2,862-43.8% | $5,609-71.3% |
| Admin fee / account holder | $304 | $6,539-95.4% | $4,726-93.6% | $10,827-97.2% |