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 | $26,142 | $133,958-80.5% | $112,228-76.7% | $134,475-80.6% |
| Participation rate | 42.1% | 78.6%-36.5pp | 75.1%-33.0pp | 81.2%-39.1pp |
| Annual return | -21.04% | 47.11%-68.2pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,602 | $4,038-60.3% | $3,635-55.9% | $4,740-66.2% |
| Participant deferral / active EE | $3,287 | $5,291-37.9% | $4,728-30.5% | $6,400-48.6% |
| Admin fee / account holder | $3,739 | $7,489-50.1% | $6,410-41.7% | $11,426-67.3% |