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 | $21,016 | $138,065-84.8% | $123,544-83.0% | $135,375-84.5% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -19.01% | 153.68%-172.7pp | 119.20%-138.2pp | 519.73%-538.7pp |
| Employer contribution / active EE | $1,225 | $5,151-76.2% | $4,628-73.5% | $4,779-74.4% |
| Participant deferral / active EE | $2,861 | $6,799-57.9% | $6,426-55.5% | $5,609-49.0% |
| Admin fee / account holder | $1,861 | $10,916-82.9% | $9,284-80.0% | $10,827-82.8% |