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 9-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 | $29,260 | $73,004-59.9% | $90,749-67.8% | $68,494-57.3% |
| Participation rate | 35.2% | 70.8%-35.6pp | 75.7%-40.5pp | 67.9%-32.7pp |
| Annual return | -20.57% | -13.81%-6.8pp | -12.16%-8.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,664 | $2,193-24.1% | $2,921-43.0% | $2,596-35.9% |
| Participant deferral / active EE | $3,239 | $3,627-10.7% | $4,564-29.0% | $4,027-19.6% |
| Admin fee / account holder | $1,934 | $5,896-67.2% | $8,445-77.1% | $5,403-64.2% |