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 | $13,121 | $25,979-49.5% | $71,735-81.7% | $68,494-80.8% |
| Participation rate | 28.6% | 54.5%-25.9pp | 62.3%-33.7pp | 67.9%-39.3pp |
| Annual return | -26.92% | -15.10%-11.8pp | 9.14%-36.1pp | -7.84%-19.1pp |
| Employer contribution / active EE | $865 | $900-3.9% | $1,704-49.2% | $2,596-66.7% |
| Participant deferral / active EE | $3,096 | $1,522+103.4% | $2,658+16.5% | $4,027-23.1% |
| Admin fee / account holder | $759 | $2,022-62.5% | $3,974-80.9% | $5,403-86.0% |