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 | $45,076 | $27,641+63.1% | $61,373-26.6% | $68,494-34.2% |
| Participation rate | 11.1% | 39.5%-28.4pp | 52.6%-41.5pp | 67.9%-56.8pp |
| Annual return | -21.24% | -13.24%-8.0pp | 338.61%-359.9pp | -7.84%-13.4pp |
| Employer contribution / active EE | $294 | $695-57.8% | $1,159-74.7% | $2,596-88.7% |
| Participant deferral / active EE | $1,821 | $1,263+44.2% | $2,125-14.3% | $4,027-54.8% |
| Admin fee / account holder | $3,779 | $2,010+88.0% | $2,130+77.5% | $5,403-30.0% |