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 | $11,710 | $45,863-74.5% | $77,024-84.8% | $68,494-82.9% |
| Participation rate | 18.5% | 55.9%-37.4pp | 67.9%-49.4pp | 67.9%-49.4pp |
| Annual return | -21.10% | 1.72%-22.8pp | 42.32%-63.4pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,160 | $2,962-60.8% | $4,426-73.8% | $4,027-71.2% |
| Admin fee / account holder | $691 | $3,041-77.3% | $5,425-87.3% | $5,403-87.2% |