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 | $114,015 | $46,674+144.3% | $117,472-2.9% | $68,494+66.5% |
| Participation rate | 38.7% | 56.8%-18.1pp | 70.6%-31.9pp | 67.9%-29.2pp |
| Annual return | -23.77% | -14.52%-9.3pp | 29.74%-53.5pp | -7.84%-15.9pp |
| Employer contribution / active EE | $1,734 | $1,505+15.3% | $4,176-58.5% | $2,596-33.2% |
| Participant deferral / active EE | $3,453 | $2,636+31.0% | $4,070-15.2% | $4,027-14.3% |
| Admin fee / account holder | $581 | $4,020-85.5% | $5,645-89.7% | $5,403-89.2% |