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 8-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 | $160,474 | $165,335-2.9% | $149,696+7.2% | $158,922+1.0% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | -9.69% | 348.15%-357.8pp | 276.60%-286.3pp | 302.83%-312.5pp |
| Employer contribution / active EE | $1,122 | $5,103-78.0% | $4,644-75.8% | $4,761-76.4% |
| Participant deferral / active EE | $5,345 | $7,181-25.6% | $6,842-21.9% | $5,982-10.7% |
| Admin fee / account holder | $9,227 | $10,807-14.6% | $9,309-0.9% | $11,246-17.9% |