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 | $24,308 | $138,065-82.4% | $123,544-80.3% | $135,375-82.0% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -11.99% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,275 | $5,151-75.2% | $4,628-72.4% | $4,779-73.3% |
| Participant deferral / active EE | $3,620 | $6,799-46.8% | $6,426-43.7% | $5,609-35.5% |
| Admin fee / account holder | $2,728 | $10,916-75.0% | $9,284-70.6% | $10,827-74.8% |