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 6-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 | $11,429 | $73,867-84.5% | $143,757-92.0% | $68,494-83.3% |
| Participation rate | 28.1% | 66.7%-38.5pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -42.82% | 1.01%-43.8pp | -0.04%-42.8pp | -7.84%-35.0pp |
| Employer contribution / active EE | $1,565 | $3,184-50.9% | $4,951-68.4% | $2,596-39.7% |
| Participant deferral / active EE | $1,411 | $3,384-58.3% | $5,637-75.0% | $4,027-65.0% |
| Admin fee / account holder | $1,653 | $5,755-71.3% | $14,673-88.7% | $5,403-69.4% |