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 | $102,945 | $111,814-7.9% | $103,374-0.4% | $145,959-29.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | -0.66% | 24.77%-25.4pp | 24.89%-25.6pp | 561.95%-562.6pp |
| Employer contribution / active EE | $1,802 | $4,214-57.2% | $3,869-53.4% | $4,661-61.3% |
| Participant deferral / active EE | $7,339 | $5,618+30.6% | $5,058+45.1% | $6,689+9.7% |
| Admin fee / account holder | $11,196 | $9,754+14.8% | $8,394+33.4% | $13,398-16.4% |