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 8-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 | $26,712 | $97,044-72.5% | $83,333-67.9% | $135,375-80.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.22% | 12.31%-22.5pp | 10.63%-20.9pp | 519.73%-530.0pp |
| Employer contribution / active EE | $716 | $4,143-82.7% | $3,379-78.8% | $4,779-85.0% |
| Participant deferral / active EE | $2,027 | $5,964-66.0% | $5,565-63.6% | $5,609-63.9% |
| Admin fee / account holder | $1,468 | $8,380-82.5% | $7,510-80.5% | $10,827-86.4% |