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 | $55,476 | $97,757-43.3% | $83,848-33.8% | $135,375-59.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -13.94% | 1287.37%-1301.3pp | 850.88%-864.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,830 | $4,222-56.6% | $3,631-49.6% | $4,779-61.7% |
| Participant deferral / active EE | $6,922 | $4,682+47.8% | $4,082+69.6% | $5,609+23.4% |
| Admin fee / account holder | $655 | $6,674-90.2% | $5,478-88.0% | $10,827-93.9% |