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 | $28,043 | $176,662-84.1% | $130,648-78.5% | $152,861-81.7% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.4%-62.4pp |
| Annual return | -2.75% | 2692.24%-2695.0pp | 1708.96%-1711.7pp | 345.32%-348.1pp |
| Employer contribution / active EE | $1,294 | $5,742-77.5% | $4,092-68.4% | $4,762-72.8% |
| Participant deferral / active EE | $1,942 | $4,361-55.5% | $3,603-46.1% | $5,850-66.8% |
| Admin fee / account holder | $4,569 | $7,133-35.9% | $5,464-16.4% | $11,596-60.6% |