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 7-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 | $36,212 | $64,707-44.0% | $112,228-67.7% | $68,494-47.1% |
| Participation rate | 24.1% | 67.2%-43.0pp | 75.1%-50.9pp | 67.9%-43.8pp |
| Annual return | -20.72% | -11.40%-9.3pp | 27.45%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,428 | $2,746-48.0% | $3,635-60.7% | $2,596-45.0% |
| Participant deferral / active EE | $3,233 | $3,565-9.3% | $4,728-31.6% | $4,027-19.7% |
| Admin fee / account holder | $16,896 | $5,232+222.9% | $6,410+163.6% | $5,403+212.7% |