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 | $69,113 | $97,757-29.3% | $83,848-17.6% | $135,375-48.9% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | -10.30% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,369 | $4,222-43.9% | $3,631-34.8% | $4,779-50.4% |
| Participant deferral / active EE | $5,976 | $4,682+27.6% | $4,082+46.4% | $5,609+6.5% |
| Admin fee / account holder | $1,007 | $6,674-84.9% | $5,478-81.6% | $10,827-90.7% |