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 | $11,902 | $54,229-78.1% | $70,092-83.0% | $68,494-82.6% |
| Participation rate | 47.1% | 64.5%-17.4pp | 70.5%-23.4pp | 67.9%-20.8pp |
| Annual return | -19.96% | -13.87%-6.1pp | 190.73%-210.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $497 | $2,018-75.4% | $2,559-80.6% | $2,596-80.9% |
| Participant deferral / active EE | $2,151 | $2,956-27.2% | $3,849-44.1% | $4,027-46.6% |
| Admin fee / account holder | $311 | $4,694-93.4% | $6,267-95.0% | $5,403-94.2% |