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 6-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 | $30,216 | $127,386-76.3% | $115,037-73.7% | $125,391-75.9% |
| Participation rate | 68.4% | 84.2%-15.7pp | 81.4%-12.9pp | 83.2%-14.8pp |
| Annual return | -6.71% | 31.28%-38.0pp | 26.14%-32.8pp | 282.22%-288.9pp |
| Employer contribution / active EE | $1,962 | $5,166-62.0% | $4,608-57.4% | $4,866-59.7% |
| Participant deferral / active EE | $4,491 | $6,423-30.1% | $6,026-25.5% | $5,352-16.1% |
| Admin fee / account holder | $1,361 | $9,516-85.7% | $8,175-83.3% | $9,540-85.7% |