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 | $4,369 | $99,919-95.6% | - | $158,922-97.3% |
| Participation rate | 36.4% | 71.6%-35.2pp | - | 82.0%-45.6pp |
| Annual return | -17.17% | 35.31%-52.5pp | - | 302.83%-320.0pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $1,144 | $4,771-76.0% | - | $5,982-80.9% |
| Admin fee / account holder | $907 | $2,820-67.9% | - | $11,246-91.9% |