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 6-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 | $56,316 | $76,738-26.6% | $56,411-0.2% | $145,922-61.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | -2.80% | 2994.23%-2997.0pp | 1701.33%-1704.1pp | 561.29%-564.1pp |
| Employer contribution / active EE | $1,096 | $1,380-20.6% | $1,039+5.5% | $4,660-76.5% |
| Participant deferral / active EE | $2,293 | $2,623-12.6% | $1,952+17.5% | $6,688-65.7% |
| Admin fee / account holder | $2,221 | $3,334-33.4% | $2,829-21.5% | $13,397-83.4% |