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 | $27,253 | $82,664-67.0% | $125,339-78.3% | $68,494-60.2% |
| Participation rate | 27.9% | 75.0%-47.1pp | 82.4%-54.4pp | 67.9%-39.9pp |
| Annual return | -28.53% | -5.97%-22.6pp | 572.05%-600.6pp | -7.84%-20.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,279 | $6,110-13.6% | $7,446-29.1% | $4,027+31.1% |
| Admin fee / account holder | $2,046 | $6,275-67.4% | $10,010-79.6% | $5,403-62.1% |