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 7-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 | $44,098 | $86,699-49.1% | $73,307-39.8% | $125,391-64.8% |
| Participation rate | 64.7% | 78.6%-13.9pp | 74.9%-10.2pp | 83.2%-18.5pp |
| Annual return | -12.11% | 2.78%-14.9pp | 5.67%-17.8pp | 282.22%-294.3pp |
| Employer contribution / active EE | $5,474 | $4,152+31.8% | $3,237+69.1% | $4,866+12.5% |
| Participant deferral / active EE | $9,826 | $5,550+77.1% | $4,991+96.9% | $5,352+83.6% |
| Admin fee / account holder | $406 | $7,771-94.8% | $5,637-92.8% | $9,540-95.7% |