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 6-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 | $23,012 | $124,185-81.5% | $108,410-78.8% | $167,490-86.3% |
| Participation rate | 31.6% | 82.3%-50.7pp | 80.1%-48.6pp | 82.1%-50.5pp |
| Annual return | -14.50% | 1379.64%-1394.1pp | 905.27%-919.8pp | 478.56%-493.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,067 | $6,908-26.7% | $6,563-22.8% | $6,341-20.1% |
| Admin fee / account holder | $3,688 | $9,455-61.0% | $7,295-49.5% | $12,309-70.0% |