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 | $21,901 | $211,958-89.7% | $169,463-87.1% | $135,375-83.8% |
| Participation rate | 22.2% | 82.6%-60.4pp | 77.8%-55.6pp | 82.6%-60.4pp |
| Annual return | -11.01% | 3.26%-14.3pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,283 | $6,075-29.5% | $5,277-18.8% | $5,609-23.6% |
| Admin fee / account holder | $5,150 | $11,471-55.1% | $9,109-43.5% | $10,827-52.4% |