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 | $7,387 | $27,641-73.3% | $61,373-88.0% | $68,494-89.2% |
| Participation rate | 44.0% | 39.5%+4.5pp | 52.6%-8.6pp | 67.9%-23.9pp |
| Annual return | -21.47% | -13.24%-8.2pp | 338.61%-360.1pp | -7.84%-13.6pp |
| Employer contribution / active EE | $259 | $695-62.8% | $1,159-77.7% | $2,596-90.0% |
| Participant deferral / active EE | $620 | $1,263-50.9% | $2,125-70.8% | $4,027-84.6% |
| Admin fee / account holder | $482 | $2,010-76.0% | $2,130-77.4% | $5,403-91.1% |