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 | $12,994 | $65,409-80.1% | $98,442-86.8% | $85,850-84.9% |
| Participation rate | 35.5% | 65.0%-29.5pp | 73.3%-37.9pp | 69.3%-33.8pp |
| Annual return | -6.67% | 21.76%-28.4pp | 1492.73%-1499.4pp | 318.53%-325.2pp |
| Employer contribution / active EE | $368 | $2,168-83.0% | $2,960-87.6% | $2,565-85.6% |
| Participant deferral / active EE | $1,685 | $3,166-46.8% | $4,276-60.6% | $3,952-57.4% |
| Admin fee / account holder | $3,034 | $4,593-33.9% | $5,949-49.0% | $6,260-51.5% |