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 8-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 | $38,202 | $59,805-36.1% | $79,550-52.0% | $68,494-44.2% |
| Participation rate | 61.8% | 61.1%+0.7pp | 69.5%-7.7pp | 67.9%-6.1pp |
| Annual return | -20.56% | -12.30%-8.3pp | 0.16%-20.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,708 | $1,505+79.9% | $2,413+12.2% | $2,596+4.3% |
| Participant deferral / active EE | $6,941 | $3,024+129.5% | $3,985+74.2% | $4,027+72.3% |
| Admin fee / account holder | $487 | $4,835-89.9% | $6,832-92.9% | $5,403-91.0% |