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 | $37,890 | $73,867-48.7% | $143,757-73.6% | $68,494-44.7% |
| Participation rate | 38.1% | 66.7%-28.6pp | 80.3%-42.2pp | 67.9%-29.8pp |
| Annual return | -19.48% | 1.01%-20.5pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,012 | $3,184-68.2% | $4,951-79.6% | $2,596-61.0% |
| Participant deferral / active EE | $2,969 | $3,384-12.3% | $5,637-47.3% | $4,027-26.3% |
| Admin fee / account holder | $393 | $5,755-93.2% | $14,673-97.3% | $5,403-92.7% |