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 | $59,206 | $45,566+29.9% | $64,105-7.6% | $59,632-0.7% |
| Participation rate | 29.4% | 60.2%-30.8pp | 68.2%-38.8pp | 68.7%-39.3pp |
| Annual return | -4.94% | 4.95%-9.9pp | 791.24%-796.2pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $751 | $934-19.6% | $1,820-58.7% | $2,203-65.9% |
| Participant deferral / active EE | $1,612 | $2,057-21.6% | $2,822-42.9% | $3,192-49.5% |
| Admin fee / account holder | $2,720 | $3,268-16.8% | $4,499-39.5% | $4,297-36.7% |