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 | $30,061 | $48,265-37.7% | $68,791-56.3% | $68,494-56.1% |
| Participation rate | 31.7% | 60.7%-29.0pp | 69.0%-37.3pp | 67.9%-36.2pp |
| Annual return | -20.78% | -12.71%-8.1pp | -6.38%-14.4pp | -7.84%-12.9pp |
| Employer contribution / active EE | $882 | $1,829-51.8% | $2,655-66.8% | $2,596-66.0% |
| Participant deferral / active EE | $1,893 | $2,867-34.0% | $3,941-52.0% | $4,027-53.0% |
| Admin fee / account holder | $756 | $4,355-82.6% | $4,932-84.7% | $5,403-86.0% |