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 | $30,352 | $99,640-69.5% | $86,436-64.9% | $134,475-77.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -21.09% | 6782.58%-6803.7pp | 4394.89%-4416.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,882 | $4,400-57.2% | $3,769-50.0% | $4,740-60.3% |
| Participant deferral / active EE | $3,367 | $7,246-53.5% | $6,952-51.6% | $6,400-47.4% |
| Admin fee / account holder | $747 | $8,371-91.1% | $6,731-88.9% | $11,426-93.5% |