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 | $31,384 | $71,883-56.3% | $86,677-63.8% | $68,494-54.2% |
| Participation rate | 25.6% | 72.2%-46.6pp | 76.6%-50.9pp | 67.9%-42.2pp |
| Annual return | -19.25% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $900 | $2,173-58.6% | $2,836-68.3% | $2,596-65.3% |
| Participant deferral / active EE | $1,773 | $3,779-53.1% | $4,656-61.9% | $4,027-56.0% |
| Admin fee / account holder | $3,854 | $6,112-36.9% | $7,493-48.6% | $5,403-28.7% |