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 | $103,097 | $160,055-35.6% | $140,016-26.4% | $135,375-23.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -11.45% | 911.38%-922.8pp | 651.12%-662.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $3,406 | $6,420-47.0% | $5,606-39.2% | $4,779-28.7% |
| Participant deferral / active EE | $8,518 | $7,642+11.5% | $6,927+23.0% | $5,609+51.9% |
| Admin fee / account holder | $1,903 | $13,328-85.7% | $10,705-82.2% | $10,827-82.4% |