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 | $29,137 | $77,813-62.6% | $123,544-76.4% | $64,186-54.6% |
| Participation rate | 60.7% | 74.7%-14.0pp | 82.3%-21.6pp | 69.6%-8.9pp |
| Annual return | -14.58% | 12.48%-27.1pp | 119.20%-133.8pp | 7.63%-22.2pp |
| Employer contribution / active EE | $11,809 | $3,014+291.8% | $4,628+155.2% | $2,381+396.0% |
| Participant deferral / active EE | $6,665 | $5,240+27.2% | $6,426+3.7% | $3,470+92.1% |
| Admin fee / account holder | $1,442 | $5,519-73.9% | $9,284-84.5% | $4,888-70.5% |