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 | $40,836 | $127,386-67.9% | $115,037-64.5% | $125,391-67.4% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -6.08% | 31.28%-37.4pp | 26.14%-32.2pp | 282.22%-288.3pp |
| Employer contribution / active EE | $2,898 | $5,166-43.9% | $4,608-37.1% | $4,866-40.4% |
| Participant deferral / active EE | $7,070 | $6,423+10.1% | $6,026+17.3% | $5,352+32.1% |
| Admin fee / account holder | $1,322 | $9,516-86.1% | $8,175-83.8% | $9,540-86.1% |