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 | $54,303 | $100,754-46.1% | $86,677-37.3% | $134,475-59.6% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -34.37% | 29.04%-63.4pp | 35.91%-70.3pp | 417.96%-452.3pp |
| Employer contribution / active EE | $7,583 | $3,489+117.3% | $2,836+167.4% | $4,740+60.0% |
| Participant deferral / active EE | $15,439 | $5,338+189.2% | $4,656+231.6% | $6,400+141.2% |
| Admin fee / account holder | $838 | $10,926-92.3% | $7,493-88.8% | $11,426-92.7% |