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 | $41,865 | $76,000-44.9% | $154,107-72.8% | $64,186-34.8% |
| Participation rate | 61.3% | 70.4%-9.1pp | 83.0%-21.7pp | 69.6%-8.3pp |
| Annual return | -8.07% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,703 | $3,351-19.3% | $5,298-49.0% | $2,381+13.5% |
| Participant deferral / active EE | $1,027 | $3,175-67.7% | $5,081-79.8% | $3,470-70.4% |
| Admin fee / account holder | $2,494 | $5,596-55.4% | $13,411-81.4% | $4,888-49.0% |