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 9-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 | $32,857 | $45,863-28.4% | $77,024-57.3% | $68,494-52.0% |
| Participation rate | 42.4% | 55.9%-13.5pp | 67.9%-25.5pp | 67.9%-25.5pp |
| Annual return | -24.91% | 1.72%-26.6pp | 42.32%-67.2pp | -7.84%-17.1pp |
| Employer contribution / active EE | $1,189 | $1,650-27.9% | $2,812-57.7% | $2,596-54.2% |
| Participant deferral / active EE | $2,975 | $2,962+0.4% | $4,426-32.8% | $4,027-26.1% |
| Admin fee / account holder | $379 | $3,041-87.5% | $5,425-93.0% | $5,403-93.0% |