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 | $32,065 | $64,707-50.4% | $112,228-71.4% | $68,494-53.2% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -20.07% | -11.40%-8.7pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,439 | $2,746-47.6% | $3,635-60.4% | $2,596-44.6% |
| Participant deferral / active EE | $4,029 | $3,565+13.0% | $4,728-14.8% | $4,0270% |
| Admin fee / account holder | $1,221 | $5,232-76.7% | $6,410-81.0% | $5,403-77.4% |