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 | $37,310 | $100,852-63.0% | $90,404-58.7% | $158,922-76.5% |
| Participation rate | 52.2% | 75.0%-22.8pp | 72.7%-20.5pp | 82.0%-29.8pp |
| Annual return | -5.47% | 1724.20%-1729.7pp | 1293.02%-1298.5pp | 302.83%-308.3pp |
| Employer contribution / active EE | $1,627 | $3,689-55.9% | $3,262-50.1% | $4,761-65.8% |
| Participant deferral / active EE | $4,546 | $4,348+4.6% | $3,963+14.7% | $5,982-24.0% |
| Admin fee / account holder | $1,713 | $6,501-73.6% | $5,611-69.5% | $11,246-84.8% |