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 | $115,038 | $59,805+92.4% | $79,550+44.6% | $68,494+68.0% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.5%-31.0pp | 67.9%-29.4pp |
| Annual return | -19.56% | -12.30%-7.3pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,208 | $3,024-27.0% | $3,985-44.6% | $4,027-45.2% |
| Admin fee / account holder | $2,971 | $4,835-38.5% | $6,832-56.5% | $5,403-45.0% |