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 | $29,770 | $73,867-59.7% | $143,757-79.3% | $68,494-56.5% |
| Participation rate | 27.6% | 66.7%-39.1pp | 80.3%-52.7pp | 67.9%-40.3pp |
| Annual return | -21.08% | 1.01%-22.1pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $624 | $3,184-80.4% | $4,951-87.4% | $2,596-76.0% |
| Participant deferral / active EE | $1,411 | $3,384-58.3% | $5,637-75.0% | $4,027-65.0% |
| Admin fee / account holder | $482 | $5,755-91.6% | $14,673-96.7% | $5,403-91.1% |