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 | $15,387 | $97,757-84.3% | $83,848-81.6% | $135,375-88.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -29.87% | 1287.37%-1317.2pp | 850.88%-880.7pp | 519.73%-549.6pp |
| Employer contribution / active EE | $979 | $4,222-76.8% | $3,631-73.0% | $4,779-79.5% |
| Participant deferral / active EE | $5,611 | $4,682+19.8% | $4,082+37.5% | $5,6090% |
| Admin fee / account holder | $3,219 | $6,674-51.8% | $5,478-41.2% | $10,827-70.3% |