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 7-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 | $66,802 | $87,540-23.7% | $75,781-11.8% | $125,391-46.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -5.25% | 13.48%-18.7pp | 9.68%-14.9pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,514 | $3,930-61.5% | $3,323-54.4% | $4,866-68.9% |
| Participant deferral / active EE | $2,690 | $4,229-36.4% | $3,651-26.3% | $5,352-49.7% |
| Admin fee / account holder | $625 | $6,502-90.4% | $5,299-88.2% | $9,540-93.4% |