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 | $25,557 | $59,805-57.3% | $79,550-67.9% | $68,494-62.7% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.7pp |
| Annual return | -20.18% | -12.30%-7.9pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,364 | $1,505+57.1% | $2,413-2.0% | $2,596-9.0% |
| Participant deferral / active EE | $4,216 | $3,024+39.4% | $3,985+5.8% | $4,027+4.7% |
| Admin fee / account holder | $562 | $4,835-88.4% | $6,832-91.8% | $5,403-89.6% |