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 | $25,837 | $62,586-58.7% | $76,768-66.3% | $64,186-59.7% |
| Participation rate | 60.5% | 72.8%-12.3pp | 77.0%-16.5pp | 69.6%-9.1pp |
| Annual return | -8.56% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,455 | $1,832-20.6% | $2,485-41.4% | $2,381-38.9% |
| Participant deferral / active EE | $2,500 | $3,145-20.5% | $3,852-35.1% | $3,470-27.9% |
| Admin fee / account holder | $1,293 | $4,667-72.3% | $6,675-80.6% | $4,888-73.5% |