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 9-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 | $16,220 | $97,757-83.4% | $83,848-80.7% | $135,375-88.0% |
| Participation rate | 47.6% | 80.0%-32.3pp | 76.1%-28.5pp | 82.6%-35.0pp |
| Annual return | -13.01% | 1287.37%-1300.4pp | 850.88%-863.9pp | 519.73%-532.7pp |
| Employer contribution / active EE | $756 | $4,222-82.1% | $3,631-79.2% | $4,779-84.2% |
| Participant deferral / active EE | $2,408 | $4,682-48.6% | $4,082-41.0% | $5,609-57.1% |
| Admin fee / account holder | $561 | $6,674-91.6% | $5,478-89.8% | $10,827-94.8% |