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 | $59,398 | $103,949-42.9% | $69,182-14.1% | $273,961-78.3% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | -16.99% | 35.28%-52.3pp | -21.93%+4.9pp | 41.45%-58.4pp |
| Employer contribution / active EE | $9,000 | $1,783+404.8% | $1,206+646.1% | $4,869+84.9% |
| Participant deferral / active EE | $9,000 | $2,716+231.3% | $1,897+374.4% | $5,287+70.2% |
| Admin fee / account holder | $6,597 | $3,671+79.7% | $2,697+144.6% | $10,132-34.9% |