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 | $26,877 | $84,695-68.3% | $73,843-63.6% | $125,391-78.6% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | -4.22% | 3123.53%-3127.7pp | 2267.84%-2272.1pp | 282.22%-286.4pp |
| Employer contribution / active EE | $821 | $3,123-73.7% | $2,787-70.5% | $4,866-83.1% |
| Participant deferral / active EE | $2,003 | $3,992-49.8% | $3,583-44.1% | $5,352-62.6% |
| Admin fee / account holder | $869 | $5,691-84.7% | $4,880-82.2% | $9,540-90.9% |