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 | $179,269 | $104,974+70.8% | $95,585+87.5% | $142,382+25.9% |
| Participation rate | 43.8% | 75.0%-31.2pp | 72.1%-28.3pp | 80.1%-36.4pp |
| Annual return | -55.05% | 210.33%-265.4pp | 38.56%-93.6pp | 217.08%-272.1pp |
| Employer contribution / active EE | $1,748 | $2,779-37.1% | $2,527-30.8% | $4,299-59.4% |
| Participant deferral / active EE | $2,047 | $4,352-53.0% | $4,023-49.1% | $6,507-68.5% |
| Admin fee / account holder | $578 | $6,386-90.9% | $6,127-90.6% | $12,624-95.4% |