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 | $60,335 | $124,185-51.4% | $108,410-44.3% | $167,490-64.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | -5.08% | 1379.64%-1384.7pp | 905.27%-910.4pp | 478.56%-483.6pp |
| Employer contribution / active EE | $3,089 | $4,187-26.2% | $3,558-13.2% | $4,837-36.1% |
| Participant deferral / active EE | $11,374 | $6,908+64.6% | $6,563+73.3% | $6,341+79.4% |
| Admin fee / account holder | $7,149 | $9,455-24.4% | $7,295-2.0% | $12,309-41.9% |