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 4-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 | $38,927 | $60,892-36.1% | $82,389-52.8% | $84,808-54.1% |
| Participation rate | 54.3% | 63.3%-9.0pp | 69.5%-15.3pp | 68.3%-14.0pp |
| Annual return | -1.64% | 37.29%-38.9pp | 28.67%-30.3pp | 40.90%-42.5pp |
| Employer contribution / active EE | $1,106 | $1,779-37.8% | $2,517-56.1% | $2,631-58.0% |
| Participant deferral / active EE | $3,251 | $3,179+2.3% | $4,155-21.8% | $4,212-22.8% |
| Admin fee / account holder | $8,349 | $5,467+52.7% | $7,231+15.5% | $7,344+13.7% |