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 7-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 | $25,414 | $138,065-81.6% | $123,544-79.4% | $135,375-81.2% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -12.76% | 153.68%-166.4pp | 119.20%-132.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,997 | $5,151-61.2% | $4,628-56.8% | $4,779-58.2% |
| Participant deferral / active EE | $2,814 | $6,799-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $1,545 | $10,916-85.8% | $9,284-83.4% | $10,827-85.7% |