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 5-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 | $8,204 | $84,402-90.3% | $61,373-86.6% | $134,475-93.9% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -24.95% | 584.55%-609.5pp | 338.61%-363.6pp | 417.96%-442.9pp |
| Employer contribution / active EE | $873 | $1,544-43.4% | $1,159-24.7% | $4,740-81.6% |
| Participant deferral / active EE | $1,360 | $2,819-51.8% | $2,125-36.0% | $6,400-78.8% |
| Admin fee / account holder | $1,338 | $2,585-48.3% | $2,130-37.2% | $11,426-88.3% |