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 | $30,853 | $102,317-69.8% | $146,958-79.0% | $80,856-61.8% |
| Participation rate | 20.5% | 75.8%-55.4pp | 82.2%-61.7pp | 67.6%-47.2pp |
| Annual return | -3.19% | 134.76%-138.0pp | 418.34%-421.5pp | 35.59%-38.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,609 | $6,644-60.7% | $8,070-67.7% | $4,296-39.3% |
| Admin fee / account holder | $3,218 | $7,941-59.5% | $12,998-75.2% | $6,918-53.5% |