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 7-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 | $59,541 | $106,543-44.1% | $91,220-34.7% | $134,475-55.7% |
| Participation rate | 38.5% | 76.8%-38.3pp | 73.2%-34.7pp | 81.2%-42.8pp |
| Annual return | -23.45% | 160.60%-184.0pp | 114.01%-137.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,306 | $3,331-60.8% | $2,850-54.2% | $4,740-72.5% |
| Participant deferral / active EE | $4,392 | $4,719-6.9% | $4,234+3.7% | $6,400-31.4% |
| Admin fee / account holder | $1,623 | $6,231-74.0% | $5,420-70.1% | $11,426-85.8% |