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 5-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 | $2,812 | $27,641-89.8% | $61,373-95.4% | $68,494-95.9% |
| Participation rate | 6.3% | 39.5%-33.1pp | 52.6%-46.2pp | 67.9%-61.5pp |
| Annual return | -30.20% | -13.24%-17.0pp | 338.61%-368.8pp | -7.84%-22.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $297 | $1,263-76.5% | $2,125-86.0% | $4,027-92.6% |
| Admin fee / account holder | $607 | $2,010-69.8% | $2,130-71.5% | $5,403-88.8% |