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 6-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 | $28,871 | $190,805-84.9% | $159,960-82.0% | $134,475-78.5% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -21.29% | 552.23%-573.5pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,448 | $4,995-51.0% | $4,226-42.1% | $4,740-48.4% |
| Participant deferral / active EE | $9,618 | $6,923+38.9% | $6,182+55.6% | $6,400+50.3% |
| Admin fee / account holder | $1,071 | $10,471-89.8% | $8,698-87.7% | $11,426-90.6% |