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 | $15,191 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 34.8% | 84.5%-49.7pp | 82.4%-47.6pp | 81.2%-46.4pp |
| Annual return | -34.82% | 750.33%-785.1pp | 572.05%-606.9pp | 417.96%-452.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,808 | $7,799-51.2% | $7,446-48.9% | $6,400-40.5% |
| Admin fee / account holder | $1,699 | $11,571-85.3% | $10,010-83.0% | $11,426-85.1% |