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 | $34,447 | $45,863-24.9% | $77,024-55.3% | $68,494-49.7% |
| Participation rate | 26.7% | 55.9%-29.2pp | 67.9%-41.2pp | 67.9%-41.2pp |
| Annual return | -24.61% | 1.72%-26.3pp | 42.32%-66.9pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,660 | $1,650+0.6% | $2,812-41.0% | $2,596-36.1% |
| Participant deferral / active EE | $2,926 | $2,962-1.2% | $4,426-33.9% | $4,027-27.3% |
| Admin fee / account holder | $733 | $3,041-75.9% | $5,425-86.5% | $5,403-86.4% |