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 | $35,315 | $107,015-67.0% | $73,545-52.0% | $147,584-76.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | -6.21% | 38.25%-44.5pp | -15.16%+8.9pp | 578.55%-584.8pp |
| Employer contribution / active EE | $5,720 | $1,760+225.0% | $1,219+369.2% | $4,876+17.3% |
| Participant deferral / active EE | $5,720 | $2,462+132.4% | $1,806+216.7% | $5,439+5.2% |
| Admin fee / account holder | $15,457 | $3,055+405.9% | $2,320+566.3% | $10,885+42.0% |