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 | $18,522 | $73,867-74.9% | $143,757-87.1% | $68,494-73.0% |
| Participation rate | 48.6% | 66.7%-18.0pp | 80.3%-31.7pp | 67.9%-19.2pp |
| Annual return | -21.36% | 1.01%-22.4pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $988 | $3,184-69.0% | $4,951-80.0% | $2,596-61.9% |
| Participant deferral / active EE | $3,882 | $3,384+14.7% | $5,637-31.1% | $4,027-3.6% |
| Admin fee / account holder | $1,913 | $5,755-66.8% | $14,673-87.0% | $5,403-64.6% |