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 5-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 | $137,672 | $96,305+43.0% | $80,569+70.9% | $139,434-1.3% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | -6.53% | 1350.08%-1356.6pp | 935.43%-942.0pp | 372.94%-379.5pp |
| Employer contribution / active EE | $1,430 | $3,262-56.2% | $2,723-47.5% | $4,751-69.9% |
| Participant deferral / active EE | $3,843 | $5,232-26.5% | $4,447-13.6% | $6,710-42.7% |
| Admin fee / account holder | $636 | $6,599-90.4% | $5,377-88.2% | $11,403-94.4% |