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 | $18,658 | $88,751-79.0% | $81,812-77.2% | $145,922-87.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | -0.40% | 1025.40%-1025.8pp | 773.79%-774.2pp | 561.29%-561.7pp |
| Employer contribution / active EE | $643 | $3,083-79.1% | $2,912-77.9% | $4,660-86.2% |
| Participant deferral / active EE | $1,337 | $4,643-71.2% | $4,319-69.0% | $6,688-80.0% |
| Admin fee / account holder | $5,390 | $8,415-35.9% | $7,386-27.0% | $13,397-59.8% |