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 | $26,828 | $138,065-80.6% | $123,544-78.3% | $135,375-80.2% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -23.38% | 153.68%-177.1pp | 119.20%-142.6pp | 519.73%-543.1pp |
| Employer contribution / active EE | $5,204 | $5,151+1.0% | $4,628+12.4% | $4,779+8.9% |
| Participant deferral / active EE | $7,622 | $6,799+12.1% | $6,426+18.6% | $5,609+35.9% |
| Admin fee / account holder | $3,836 | $10,916-64.9% | $9,284-58.7% | $10,827-64.6% |