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 | $6,611 | $88,751-92.6% | $81,812-91.9% | $145,922-95.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | -3.40% | 1025.40%-1028.8pp | 773.79%-777.2pp | 561.29%-564.7pp |
| Employer contribution / active EE | $622 | $3,083-79.8% | $2,912-78.6% | $4,660-86.6% |
| Participant deferral / active EE | $3,254 | $4,643-29.9% | $4,319-24.7% | $6,688-51.3% |
| Admin fee / account holder | $513 | $8,415-93.9% | $7,386-93.0% | $13,397-96.2% |