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 | $43,596 | $90,600-51.9% | $79,464-45.1% | $135,375-67.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -13.23% | 977.43%-990.7pp | 718.14%-731.4pp | 519.73%-533.0pp |
| Employer contribution / active EE | $19,317 | $3,068+529.6% | $2,800+589.8% | $4,779+304.2% |
| Participant deferral / active EE | $12,333 | $4,050+204.5% | $3,704+233.0% | $5,609+119.9% |
| Admin fee / account holder | $433 | $5,907-92.7% | $5,113-91.5% | $10,827-96.0% |