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 | $20,414 | $152,509-86.6% | $117,472-82.6% | $134,475-84.8% |
| Participation rate | 23.5% | 77.1%-53.6pp | 70.6%-47.1pp | 81.2%-57.7pp |
| Annual return | -20.71% | 52.99%-73.7pp | 29.74%-50.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,452 | $4,818-49.1% | $4,070-39.8% | $6,400-61.7% |
| Admin fee / account holder | $340 | $7,004-95.1% | $5,645-94.0% | $11,426-97.0% |