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 | $42,672 | $97,757-56.3% | $83,848-49.1% | $135,375-68.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -11.13% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,885 | $4,222-55.3% | $3,631-48.1% | $4,779-60.5% |
| Participant deferral / active EE | $4,266 | $4,682-8.9% | $4,082+4.5% | $5,609-23.9% |
| Admin fee / account holder | $2,149 | $6,674-67.8% | $5,478-60.8% | $10,827-80.2% |