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 | $77,709 | $49,922+55.7% | $80,569-3.6% | $75,163+3.4% |
| Participation rate | 37.9% | 55.3%-17.4pp | 67.0%-29.1pp | 67.2%-29.3pp |
| Annual return | -10.02% | 34.69%-44.7pp | 935.43%-945.5pp | 160.62%-170.6pp |
| Employer contribution / active EE | $613 | $1,698-63.9% | $2,723-77.5% | $2,670-77.0% |
| Participant deferral / active EE | $2,400 | $2,990-19.8% | $4,447-46.0% | $4,125-41.8% |
| Admin fee / account holder | $2,655 | $3,577-25.8% | $5,377-50.6% | $5,651-53.0% |