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 | $21,265 | $133,958-84.1% | $112,228-81.1% | $134,475-84.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -23.41% | 47.11%-70.5pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,701 | $4,038-57.9% | $3,635-53.2% | $4,740-64.1% |
| Participant deferral / active EE | $5,085 | $5,291-3.9% | $4,728+7.6% | $6,400-20.5% |
| Admin fee / account holder | $2,553 | $7,489-65.9% | $6,410-60.2% | $11,426-77.7% |