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 7-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 | $9,561 | $54,350-82.4% | $82,719-88.4% | $68,494-86.0% |
| Participation rate | 23.1% | 63.9%-40.8pp | 72.6%-49.5pp | 67.9%-44.8pp |
| Annual return | -40.39% | -13.67%-26.7pp | 701.18%-741.6pp | -7.84%-32.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,686 | $3,246-48.0% | $4,395-61.6% | $4,027-58.1% |
| Admin fee / account holder | $2,045 | $4,395-53.5% | $5,329-61.6% | $5,403-62.2% |