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 | $21,419 | $64,707-66.9% | $112,228-80.9% | $68,494-68.7% |
| Participation rate | 69.7% | 67.2%+2.5pp | 75.1%-5.4pp | 67.9%+1.8pp |
| Annual return | -19.70% | -11.40%-8.3pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,180 | $2,746-57.0% | $3,635-67.5% | $2,596-54.6% |
| Participant deferral / active EE | $3,057 | $3,565-14.2% | $4,728-35.3% | $4,027-24.1% |
| Admin fee / account holder | $2,651 | $5,232-49.3% | $6,410-58.6% | $5,403-50.9% |