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 | $125,322 | $167,307-25.1% | $143,757-12.8% | $134,475-6.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.84% | 0.46%-28.3pp | -0.04%-27.8pp | 417.96%-445.8pp |
| Employer contribution / active EE | $1,365 | $5,619-75.7% | $4,951-72.4% | $4,740-71.2% |
| Participant deferral / active EE | $3,419 | $6,446-47.0% | $5,637-39.3% | $6,400-46.6% |
| Admin fee / account holder | $21,242 | $18,088+17.4% | $14,673+44.8% | $11,426+85.9% |