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 7-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 | $25,526 | $43,327-41.1% | $59,878-57.4% | $64,186-60.2% |
| Participation rate | 23.1% | 69.2%-46.1pp | 74.7%-51.6pp | 69.6%-46.5pp |
| Annual return | -10.40% | -1.55%-8.9pp | 3.46%-13.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,792 | $2,546-29.6% | $3,402-47.3% | $3,470-48.3% |
| Admin fee / account holder | $1,694 | $3,005-43.6% | $3,590-52.8% | $4,888-65.4% |