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 9-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 | $18,542 | $43,423-57.3% | $78,689-76.4% | $55,167-66.4% |
| Participation rate | 40.4% | 68.0%-27.7pp | 73.6%-33.2pp | 69.0%-28.6pp |
| Annual return | 1.58% | 11.53%-9.9pp | 62.18%-60.6pp | 169.23%-167.6pp |
| Employer contribution / active EE | $749 | $1,997-62.5% | $2,851-73.7% | $1,963-61.8% |
| Participant deferral / active EE | $829 | $2,509-66.9% | $3,517-76.4% | $3,054-72.8% |
| Admin fee / account holder | $1,379 | $416+231.3% | $4,510-69.4% | $504+173.6% |