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 | $39,306 | $73,004-46.2% | $90,749-56.7% | $68,494-42.6% |
| Participation rate | 32.7% | 70.8%-38.2pp | 75.7%-43.0pp | 67.9%-35.2pp |
| Annual return | -19.67% | -13.81%-5.9pp | -12.16%-7.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,037 | $2,193-52.7% | $2,921-64.5% | $2,596-60.1% |
| Participant deferral / active EE | $3,622 | $3,627-0.1% | $4,564-20.6% | $4,027-10.1% |
| Admin fee / account holder | $14,019 | $5,896+137.8% | $8,445+66.0% | $5,403+159.5% |