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 | $35,211 | $60,323-41.6% | $81,812-57.0% | $74,495-52.7% |
| Participation rate | 37.6% | 62.9%-25.2pp | 72.3%-34.7pp | 67.2%-29.6pp |
| Annual return | 9.14% | 16.90%-7.8pp | 773.79%-764.7pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,452 | $3,387-57.1% | $4,319-66.4% | $4,346-66.6% |
| Admin fee / account holder | $3,465 | $1,486+133.2% | $7,386-53.1% | $1,942+78.4% |