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 | $15,594 | $107,791-85.5% | $90,645-82.8% | $135,375-88.5% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -19.86% | -0.90%-19.0pp | 1.88%-21.7pp | 519.73%-539.6pp |
| Employer contribution / active EE | $1,101 | $3,018-63.5% | $2,532-56.5% | $4,779-77.0% |
| Participant deferral / active EE | $2,753 | $3,872-28.9% | $3,425-19.6% | $5,609-50.9% |
| Admin fee / account holder | $1,044 | $5,930-82.4% | $4,994-79.1% | $10,827-90.4% |