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 | $5,382 | $59,774-91.0% | - | $134,475-96.0% |
| Participation rate | 30.8% | 67.4%-36.7pp | - | 81.2%-50.5pp |
| Annual return | -37.87% | -10.72%-27.1pp | - | 417.96%-455.8pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | - | $4,740-100.0% |
| Participant deferral / active EE | $837 | $4,131-79.7% | - | $6,400-86.9% |
| Admin fee / account holder | $781 | $4,003-80.5% | - | $11,426-93.2% |