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 | $68,154 | $83,337-18.2% | $67,834+0.5% | $273,961-75.1% |
| Participation rate | 64.3% | 76.4%-12.1pp | 68.8%-4.5pp | 83.0%-18.7pp |
| Annual return | -1.26% | 259.45%-260.7pp | 138.47%-139.7pp | 41.45%-42.7pp |
| Employer contribution / active EE | $1,986 | $3,287-39.6% | $2,403-17.4% | $4,869-59.2% |
| Participant deferral / active EE | $2,764 | $4,088-32.4% | $3,160-12.5% | $5,287-47.7% |
| Admin fee / account holder | $32,235 | $6,752+377.4% | $4,622+597.4% | $10,132+218.2% |