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 | $53,306 | $135,635-60.7% | $110,238-51.6% | $135,375-60.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -9.27% | 513.19%-522.5pp | 314.74%-324.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,253 | $4,906-54.1% | $3,826-41.1% | $4,779-52.9% |
| Participant deferral / active EE | $5,978 | $5,506+8.6% | $4,672+28.0% | $5,609+6.6% |
| Admin fee / account holder | $1,060 | $11,457-90.8% | $8,547-87.6% | $10,827-90.2% |