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 | $62,000 | $81,632-24.0% | $70,449-12.0% | $158,922-61.0% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | -2.15% | 208.40%-210.6pp | 109.03%-111.2pp | 302.83%-305.0pp |
| Employer contribution / active EE | $526 | $3,217-83.7% | $2,737-80.8% | $4,761-89.0% |
| Participant deferral / active EE | $3,908 | $4,554-14.2% | $3,709+5.4% | $5,982-34.7% |
| Admin fee / account holder | $429 | $6,193-93.1% | $3,845-88.9% | $11,246-96.2% |