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 | $19,516 | $54,350-64.1% | $82,719-76.4% | $68,494-71.5% |
| Participation rate | 46.3% | 63.9%-17.6pp | 72.6%-26.2pp | 67.9%-21.5pp |
| Annual return | -19.60% | -13.67%-5.9pp | 701.18%-720.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,391 | $2,218+98.0% | $3,009+45.9% | $2,596+69.1% |
| Participant deferral / active EE | $1,157 | $3,246-64.4% | $4,395-73.7% | $4,027-71.3% |
| Admin fee / account holder | $384 | $4,395-91.3% | $5,329-92.8% | $5,403-92.9% |