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 | $27,327 | $50,972-46.4% | $88,538-69.1% | $72,985-62.6% |
| Participation rate | 22.0% | 63.4%-41.4pp | 68.7%-46.8pp | 69.5%-47.5pp |
| Annual return | -26.26% | 29.62%-55.9pp | 43.64%-69.9pp | 81.00%-107.3pp |
| Employer contribution / active EE | $488 | $1,475-66.9% | $2,098-76.8% | $2,440-80.0% |
| Participant deferral / active EE | $848 | $2,230-62.0% | $2,914-70.9% | $3,607-76.5% |
| Admin fee / account holder | $1,520 | $3,230-52.9% | $4,310-64.7% | $5,124-70.3% |