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 | $33,955 | $138,044-75.4% | $125,339-72.9% | $134,475-74.8% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -23.43% | 750.33%-773.8pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,174 | $5,243-77.6% | $4,814-75.6% | $4,740-75.2% |
| Participant deferral / active EE | $3,245 | $7,799-58.4% | $7,446-56.4% | $6,400-49.3% |
| Admin fee / account holder | $20,359 | $11,571+75.9% | $10,010+103.4% | $11,426+78.2% |