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 | $106,702 | $160,055-33.3% | $140,016-23.8% | $135,375-21.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -9.38% | 911.38%-920.8pp | 651.12%-660.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,322 | $6,420-17.1% | $5,606-5.1% | $4,779+11.4% |
| Participant deferral / active EE | $6,798 | $7,642-11.0% | $6,927-1.9% | $5,609+21.2% |
| Admin fee / account holder | $5,119 | $13,328-61.6% | $10,705-52.2% | $10,827-52.7% |