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 | $52,626 | $56,199-6.4% | $67,652-22.2% | $59,632-11.7% |
| Participation rate | 39.5% | 71.5%-32.0pp | 75.7%-36.2pp | 68.7%-29.2pp |
| Annual return | -3.24% | 18505.31%-18508.6pp | 6625.04%-6628.3pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,653 | $2,844-41.9% | $3,560-53.6% | $3,192-48.2% |
| Admin fee / account holder | $1,017 | $3,958-74.3% | $4,821-78.9% | $4,297-76.3% |