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 9-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 | $72,335 | $99,640-27.4% | $86,436-16.3% | $134,475-46.2% |
| Participation rate | 61.5% | 82.0%-20.5pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -24.38% | 6782.58%-6807.0pp | 4394.89%-4419.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,122 | $4,400-29.1% | $3,769-17.2% | $4,740-34.1% |
| Participant deferral / active EE | $7,459 | $7,246+2.9% | $6,952+7.3% | $6,400+16.6% |
| Admin fee / account holder | $6,796 | $8,371-18.8% | $6,731+1.0% | $11,426-40.5% |