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 | $54,481 | $138,044-60.5% | $125,339-56.5% | $134,475-59.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.49% | 750.33%-772.8pp | 572.05%-594.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,425 | $5,243-53.8% | $4,814-49.6% | $4,740-48.8% |
| Participant deferral / active EE | $7,106 | $7,799-8.9% | $7,446-4.6% | $6,400+11.0% |
| Admin fee / account holder | $1,285 | $11,571-88.9% | $10,010-87.2% | $11,426-88.8% |