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 | $15,668 | $97,757-84.0% | $83,848-81.3% | $135,375-88.4% |
| Participation rate | 38.9% | 80.0%-41.1pp | 76.1%-37.3pp | 82.6%-43.8pp |
| Annual return | -27.87% | 1287.37%-1315.2pp | 850.88%-878.7pp | 519.73%-547.6pp |
| Employer contribution / active EE | $978 | $4,222-76.8% | $3,631-73.1% | $4,779-79.5% |
| Participant deferral / active EE | $3,930 | $4,682-16.1% | $4,082-3.7% | $5,609-29.9% |
| Admin fee / account holder | $531 | $6,674-92.1% | $5,478-90.3% | $10,827-95.1% |