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 | $35,260 | $180,449-80.5% | $154,107-77.1% | $135,375-74.0% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -13.56% | 888.09%-901.7pp | 735.12%-748.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $7,991 | $6,035+32.4% | $5,298+50.8% | $4,779+67.2% |
| Participant deferral / active EE | $3,755 | $5,806-35.3% | $5,081-26.1% | $5,609-33.0% |
| Admin fee / account holder | $312 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |