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 | $33,969 | $135,635-75.0% | $110,238-69.2% | $135,375-74.9% |
| Participation rate | 52.9% | 83.5%-30.5pp | 79.8%-26.9pp | 82.6%-29.7pp |
| Annual return | -22.05% | 513.19%-535.2pp | 314.74%-336.8pp | 519.73%-541.8pp |
| Employer contribution / active EE | $1,003 | $4,906-79.6% | $3,826-73.8% | $4,779-79.0% |
| Participant deferral / active EE | $2,143 | $5,506-61.1% | $4,672-54.1% | $5,609-61.8% |
| Admin fee / account holder | $353 | $11,457-96.9% | $8,547-95.9% | $10,827-96.7% |