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 6-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 | $60,389 | $114,381-47.2% | $107,525-43.8% | $142,382-57.6% |
| Participation rate | 19.0% | 78.1%-59.1pp | 75.1%-56.0pp | 80.1%-61.1pp |
| Annual return | -8.11% | 242.71%-250.8pp | 181.32%-189.4pp | 217.08%-225.2pp |
| Employer contribution / active EE | $1,764 | $4,015-56.1% | $3,754-53.0% | $4,299-59.0% |
| Participant deferral / active EE | $1,764 | $5,564-68.3% | $5,116-65.5% | $6,507-72.9% |
| Admin fee / account holder | $11,027 | $9,860+11.8% | $8,919+23.6% | $12,624-12.7% |