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 | $21,858 | $97,757-77.6% | $83,848-73.9% | $135,375-83.9% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -12.96% | 1287.37%-1300.3pp | 850.88%-863.8pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,651 | $4,222-60.9% | $3,631-54.5% | $4,779-65.5% |
| Participant deferral / active EE | $5,061 | $4,682+8.1% | $4,082+24.0% | $5,609-9.8% |
| Admin fee / account holder | $315 | $6,674-95.3% | $5,478-94.3% | $10,827-97.1% |