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 | $49,327 | $138,065-64.3% | $123,544-60.1% | $135,375-63.6% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -11.93% | 153.68%-165.6pp | 119.20%-131.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,470 | $5,151-71.5% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $5,548 | $6,799-18.4% | $6,426-13.7% | $5,609-1.1% |
| Admin fee / account holder | $2,128 | $10,916-80.5% | $9,284-77.1% | $10,827-80.3% |