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 | $17,571 | $152,509-88.5% | $117,472-85.0% | $134,475-86.9% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -21.67% | 52.99%-74.7pp | 29.74%-51.4pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,752 | $5,571-50.6% | $4,176-34.1% | $4,740-41.9% |
| Participant deferral / active EE | $4,892 | $4,818+1.5% | $4,070+20.2% | $6,400-23.6% |
| Admin fee / account holder | $743 | $7,004-89.4% | $5,645-86.8% | $11,426-93.5% |