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 | $96,077 | $158,817-39.5% | $121,196-20.7% | $135,375-29.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -10.88% | -0.64%-10.2pp | 16.93%-27.8pp | 519.73%-530.6pp |
| Employer contribution / active EE | $4,069 | $5,665-28.2% | $4,022+1.2% | $4,779-14.8% |
| Participant deferral / active EE | $7,914 | $4,005+97.6% | $3,344+136.6% | $5,609+41.1% |
| Admin fee / account holder | $2,737 | $6,512-58.0% | $5,019-45.5% | $10,827-74.7% |