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 | $20,813 | $46,674-55.4% | $117,472-82.3% | $68,494-69.6% |
| Participation rate | 37.3% | 56.8%-19.5pp | 70.6%-33.3pp | 67.9%-30.6pp |
| Annual return | -25.51% | -14.52%-11.0pp | 29.74%-55.2pp | -7.84%-17.7pp |
| Employer contribution / active EE | $875 | $1,505-41.8% | $4,176-79.0% | $2,596-66.3% |
| Participant deferral / active EE | $1,362 | $2,636-48.3% | $4,070-66.5% | $4,027-66.2% |
| Admin fee / account holder | $2,652 | $4,020-34.0% | $5,645-53.0% | $5,403-50.9% |