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 | $46,002 | $142,344-67.7% | $119,609-61.5% | $134,475-65.8% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -21.64% | -12.44%-9.2pp | -14.97%-6.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,886 | $5,222-63.9% | $4,232-55.4% | $4,740-60.2% |
| Participant deferral / active EE | $4,957 | $6,469-23.4% | $5,602-11.5% | $6,400-22.5% |
| Admin fee / account holder | $5,185 | $13,584-61.8% | $10,323-49.8% | $11,426-54.6% |