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 | $39,080 | $160,055-75.6% | $140,016-72.1% | $135,375-71.1% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.5%-34.2pp | 82.6%-29.3pp |
| Annual return | -13.44% | 911.38%-924.8pp | 651.12%-664.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,411 | $6,420-78.0% | $5,606-74.8% | $4,779-70.5% |
| Participant deferral / active EE | $5,796 | $7,642-24.2% | $6,927-16.3% | $5,609+3.3% |
| Admin fee / account holder | $720 | $13,328-94.6% | $10,705-93.3% | $10,827-93.4% |