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 | $51,212 | $160,055-68.0% | $140,016-63.4% | $135,375-62.2% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.5%-18.7pp | 82.6%-13.9pp |
| Annual return | -10.85% | 911.38%-922.2pp | 651.12%-662.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $3,534 | $6,420-45.0% | $5,606-37.0% | $4,779-26.1% |
| Participant deferral / active EE | $4,478 | $7,642-41.4% | $6,927-35.4% | $5,609-20.2% |
| Admin fee / account holder | $2,640 | $13,328-80.2% | $10,705-75.3% | $10,827-75.6% |