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 | $16,633 | $74,888-77.8% | $71,209-76.6% | $142,382-88.3% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | -38.97% | 345.14%-384.1pp | 282.51%-321.5pp | 217.08%-256.0pp |
| Employer contribution / active EE | $1,590 | $2,854-44.3% | $2,721-41.6% | $4,299-63.0% |
| Participant deferral / active EE | $2,992 | $4,454-32.8% | $4,175-28.3% | $6,507-54.0% |
| Admin fee / account holder | $10,437 | $5,568+87.4% | $5,349+95.1% | $12,624-17.3% |