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 | $40,404 | $54,350-25.7% | $82,719-51.2% | $68,494-41.0% |
| Participation rate | 41.4% | 63.9%-22.5pp | 72.6%-31.2pp | 67.9%-26.5pp |
| Annual return | -21.39% | -13.67%-7.7pp | 701.18%-722.6pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,157 | $2,218-47.8% | $3,009-61.5% | $2,596-55.4% |
| Participant deferral / active EE | $3,100 | $3,246-4.5% | $4,395-29.5% | $4,027-23.0% |
| Admin fee / account holder | $421 | $4,395-90.4% | $5,329-92.1% | $5,403-92.2% |