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 | $27,207 | $138,044-80.3% | $125,339-78.3% | $134,475-79.8% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -28.09% | 750.33%-778.4pp | 572.05%-600.1pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,762 | $5,243-66.4% | $4,814-63.4% | $4,740-62.8% |
| Participant deferral / active EE | $6,269 | $7,799-19.6% | $7,446-15.8% | $6,400-2.0% |
| Admin fee / account holder | $418 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |