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 9-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 | $18,335 | $43,327-57.7% | $59,878-69.4% | $64,186-71.4% |
| Participation rate | 28.3% | 69.2%-40.8pp | 74.7%-46.4pp | 69.6%-41.2pp |
| Annual return | -9.81% | -1.55%-8.3pp | 3.46%-13.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,040 | $2,028-48.7% | $2,722-61.8% | $2,381-56.3% |
| Participant deferral / active EE | $1,245 | $2,546-51.1% | $3,402-63.4% | $3,470-64.1% |
| Admin fee / account holder | $1,179 | $3,005-60.8% | $3,590-67.2% | $4,888-75.9% |