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 | $31,234 | $48,265-35.3% | $68,791-54.6% | $68,494-54.4% |
| Participation rate | 60.7% | 60.7%0pp | 69.0%-8.3pp | 67.9%-7.2pp |
| Annual return | -20.53% | -12.71%-7.8pp | -6.38%-14.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,074 | $1,829+13.4% | $2,655-21.9% | $2,596-20.1% |
| Participant deferral / active EE | $4,001 | $2,867+39.6% | $3,941+1.5% | $4,027-0.7% |
| Admin fee / account holder | $1,061 | $4,355-75.7% | $4,932-78.5% | $5,403-80.4% |