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 7-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 | $24,924 | $82,664-69.8% | $125,339-80.1% | $68,494-63.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -20.70% | -5.97%-14.7pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $3,106 | $3,381-8.1% | $4,814-35.5% | $2,596+19.6% |
| Participant deferral / active EE | $6,846 | $6,110+12.0% | $7,446-8.1% | $4,027+70.0% |
| Admin fee / account holder | $2,170 | $6,275-65.4% | $10,010-78.3% | $5,403-59.8% |