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 7-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 | $107,646 | $176,377-39.0% | $134,143-19.8% | $158,922-32.3% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | -10.41% | 63.63%-74.0pp | 36.33%-46.7pp | 302.83%-313.2pp |
| Employer contribution / active EE | $740 | $5,040-85.3% | $3,704-80.0% | $4,761-84.5% |
| Participant deferral / active EE | $5,118 | $4,091+25.1% | $3,499+46.3% | $5,982-14.4% |
| Admin fee / account holder | $25,407 | $8,718+191.4% | $6,684+280.1% | $11,246+125.9% |