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 | $43,657 | $190,805-77.1% | $159,960-72.7% | $134,475-67.5% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -20.74% | 552.23%-573.0pp | 408.60%-429.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,795 | $4,995-64.1% | $4,226-57.5% | $4,740-62.1% |
| Participant deferral / active EE | $4,390 | $6,923-36.6% | $6,182-29.0% | $6,400-31.4% |
| Admin fee / account holder | $472 | $10,471-95.5% | $8,698-94.6% | $11,426-95.9% |