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 | $27,898 | $133,958-79.2% | $112,228-75.1% | $134,475-79.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.45% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,392 | $4,038+8.8% | $3,635+20.8% | $4,740-7.3% |
| Participant deferral / active EE | $6,486 | $5,291+22.6% | $4,728+37.2% | $6,400+1.4% |
| Admin fee / account holder | $3,048 | $7,489-59.3% | $6,410-52.4% | $11,426-73.3% |