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 | $36,513 | $82,664-55.8% | $125,339-70.9% | $68,494-46.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -19.45% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,648 | $3,381+7.9% | $4,814-24.2% | $2,596+40.5% |
| Participant deferral / active EE | $7,995 | $6,110+30.8% | $7,446+7.4% | $4,027+98.5% |
| Admin fee / account holder | $2,191 | $6,275-65.1% | $10,010-78.1% | $5,403-59.4% |