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 7-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 | $39,176 | $165,335-76.3% | $149,696-73.8% | $158,922-75.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -14.50% | 348.15%-362.6pp | 276.60%-291.1pp | 302.83%-317.3pp |
| Employer contribution / active EE | $3,286 | $5,103-35.6% | $4,644-29.3% | $4,761-31.0% |
| Participant deferral / active EE | $10,935 | $7,181+52.3% | $6,842+59.8% | $5,982+82.8% |
| Admin fee / account holder | $6,900 | $10,807-36.2% | $9,309-25.9% | $11,246-38.6% |