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 6-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 | $15,103 | $73,867-79.6% | $143,757-89.5% | $68,494-78.0% |
| Participation rate | 29.0% | 66.7%-37.6pp | 80.3%-51.3pp | 67.9%-38.9pp |
| Annual return | -22.81% | 1.01%-23.8pp | -0.04%-22.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $627 | $3,184-80.3% | $4,951-87.3% | $2,596-75.9% |
| Participant deferral / active EE | $3,272 | $3,384-3.3% | $5,637-42.0% | $4,027-18.8% |
| Admin fee / account holder | $731 | $5,755-87.3% | $14,673-95.0% | $5,403-86.5% |