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 | $10,215 | $27,641-63.0% | $61,373-83.4% | $68,494-85.1% |
| Participation rate | 23.2% | 39.5%-16.3pp | 52.6%-29.4pp | 67.9%-44.7pp |
| Annual return | -22.37% | -13.24%-9.1pp | 338.61%-361.0pp | -7.84%-14.5pp |
| Employer contribution / active EE | $442 | $695-36.4% | $1,159-61.9% | $2,596-83.0% |
| Participant deferral / active EE | $779 | $1,263-38.4% | $2,125-63.4% | $4,027-80.7% |
| Admin fee / account holder | $670 | $2,010-66.7% | $2,130-68.5% | $5,403-87.6% |