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 5-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 | $67,406 | $70,606-4.5% | $53,898+25.1% | $142,382-52.7% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | -26.46% | 619.81%-646.3pp | 528.60%-555.1pp | 217.08%-243.5pp |
| Employer contribution / active EE | $1,333 | $1,202+10.9% | $932+43.1% | $4,299-69.0% |
| Participant deferral / active EE | $3,546 | $2,364+50.0% | $1,826+94.2% | $6,507-45.5% |
| Admin fee / account holder | $23,331 | $2,852+718.1% | $2,491+836.7% | $12,624+84.8% |