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 | $22,634 | $30,400-25.5% | $53,898-58.0% | $84,808-73.3% |
| Participation rate | 8.6% | 46.4%-37.9pp | 55.0%-46.4pp | 68.3%-59.7pp |
| Annual return | -19.52% | 500.19%-519.7pp | 528.60%-548.1pp | 40.90%-60.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $771 | $1,199-35.6% | $1,826-57.8% | $4,212-81.7% |
| Admin fee / account holder | $5,887 | $1,993+195.4% | $2,491+136.4% | $7,344-19.8% |