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 | $60,255 | $165,335-63.6% | $149,696-59.7% | $158,922-62.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | -9.39% | 348.15%-357.5pp | 276.60%-286.0pp | 302.83%-312.2pp |
| Employer contribution / active EE | $8,084 | $5,103+58.4% | $4,644+74.1% | $4,761+69.8% |
| Participant deferral / active EE | $3,095 | $7,181-56.9% | $6,842-54.8% | $5,982-48.3% |
| Admin fee / account holder | $1,283 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |