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 | $22,742 | $43,327-47.5% | $59,878-62.0% | $64,186-64.6% |
| Participation rate | 66.3% | 69.2%-2.9pp | 74.7%-8.4pp | 69.6%-3.3pp |
| Annual return | -10.73% | -1.55%-9.2pp | 3.46%-14.2pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,915 | $2,028-5.6% | $2,722-29.6% | $2,381-19.6% |
| Participant deferral / active EE | $4,582 | $2,546+80.0% | $3,402+34.7% | $3,470+32.1% |
| Admin fee / account holder | $496 | $3,005-83.5% | $3,590-86.2% | $4,888-89.9% |