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 | $21,214 | $48,274-56.1% | $63,517-66.6% | $59,632-64.4% |
| Participation rate | 29.6% | 66.3%-36.7pp | 71.0%-41.4pp | 68.7%-39.0pp |
| Annual return | -7.47% | -240.79%+233.3pp | -70.30%+62.8pp | 2041.28%-2048.8pp |
| Employer contribution / active EE | $756 | $1,586-52.3% | $2,322-67.4% | $2,203-65.7% |
| Participant deferral / active EE | $1,067 | $2,343-54.4% | $2,953-63.9% | $3,192-66.6% |
| Admin fee / account holder | $1,305 | $3,600-63.8% | $5,892-77.9% | $4,297-69.6% |