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 | $47,158 | $48,274-2.3% | $63,517-25.8% | $59,632-20.9% |
| Participation rate | 65.1% | 66.3%-1.2pp | 71.0%-6.0pp | 68.7%-3.6pp |
| Annual return | -4.39% | -240.79%+236.4pp | -70.30%+65.9pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $741 | $1,586-53.3% | $2,322-68.1% | $2,203-66.4% |
| Participant deferral / active EE | $1,908 | $2,343-18.5% | $2,953-35.4% | $3,192-40.2% |
| Admin fee / account holder | $2,290 | $3,600-36.4% | $5,892-61.1% | $4,297-46.7% |