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 8-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 | $54,538 | $129,942-58.0% | $104,294-47.7% | $134,475-59.4% |
| Participation rate | 61.1% | 79.5%-18.4pp | 73.3%-12.1pp | 81.2%-20.1pp |
| Annual return | -20.80% | 42.03%-62.8pp | 24.61%-45.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,129 | $4,184-49.1% | $3,372-36.8% | $4,740-55.1% |
| Participant deferral / active EE | $5,144 | $5,588-7.9% | $4,625+11.2% | $6,400-19.6% |
| Admin fee / account holder | $756 | $9,323-91.9% | $7,339-89.7% | $11,426-93.4% |