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 9-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 | $4,557 | $27,641-83.5% | $61,373-92.6% | $68,494-93.3% |
| Participation rate | 24.6% | 39.5%-14.9pp | 52.6%-28.0pp | 67.9%-43.3pp |
| Annual return | -26.64% | -13.24%-13.4pp | 338.61%-365.3pp | -7.84%-18.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $931 | $1,263-26.3% | $2,125-56.2% | $4,027-76.9% |
| Admin fee / account holder | $558 | $2,010-72.2% | $2,130-73.8% | $5,403-89.7% |