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 8-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 | $43,428 | $29,667+46.4% | $56,441-23.1% | $80,874-46.3% |
| Participation rate | 39.4% | 41.7%-2.3pp | 52.5%-13.1pp | 67.6%-28.3pp |
| Annual return | -6.03% | 35.22%-41.3pp | 1704.21%-1710.2pp | 35.62%-41.6pp |
| Employer contribution / active EE | $1,256 | $669+87.7% | $1,039+20.9% | $2,756-54.4% |
| Participant deferral / active EE | $4,239 | $1,227+245.6% | $1,953+117.0% | $4,297-1.4% |
| Admin fee / account holder | $904 | $2,429-62.8% | $2,829-68.1% | $6,935-87.0% |