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 | $72,071-76.9% | $68,368-75.7% | $137,256-87.9% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | -38.97% | 353.14%-392.1pp | 292.57%-331.5pp | 220.34%-259.3pp |
| Employer contribution / active EE | $1,590 | $2,788-43.0% | $2,649-40.0% | $4,156-61.7% |
| Participant deferral / active EE | $2,992 | $4,410-32.2% | $4,123-27.4% | $6,407-53.3% |
| Admin fee / account holder | $10,437 | $5,336+95.6% | $5,150+102.7% | $12,270-14.9% |