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 9-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 | $45,697 | $76,552-40.3% | $123,892-63.1% | $62,891-27.3% |
| Participation rate | 40.9% | 73.0%-32.1pp | 81.4%-40.5pp | 69.3%-28.4pp |
| Annual return | -8.70% | 18.68%-27.4pp | 47.52%-56.2pp | 20.14%-28.8pp |
| Employer contribution / active EE | $2,633 | $2,883-8.7% | $4,617-43.0% | $2,281+15.4% |
| Participant deferral / active EE | $4,628 | $4,840-4.4% | $5,984-22.7% | $3,203+44.5% |
| Admin fee / account holder | $340 | $4,826-93.0% | $8,357-95.9% | $4,296-92.1% |