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 | $37,768 | $97,757-61.4% | $83,848-55.0% | $135,375-72.1% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | -15.30% | 1287.37%-1302.7pp | 850.88%-866.2pp | 519.73%-535.0pp |
| Employer contribution / active EE | $2,231 | $4,222-47.2% | $3,631-38.6% | $4,779-53.3% |
| Participant deferral / active EE | $6,597 | $4,682+40.9% | $4,082+61.6% | $5,609+17.6% |
| Admin fee / account holder | $5,864 | $6,674-12.1% | $5,478+7.0% | $10,827-45.8% |