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 | $5,392 | $27,641-80.5% | $61,373-91.2% | $68,494-92.1% |
| Participation rate | 19.3% | 39.5%-20.2pp | 52.6%-33.3pp | 67.9%-48.6pp |
| Annual return | -21.94% | -13.24%-8.7pp | 338.61%-360.6pp | -7.84%-14.1pp |
| Employer contribution / active EE | $364 | $695-47.7% | $1,159-68.6% | $2,596-86.0% |
| Participant deferral / active EE | $591 | $1,263-53.2% | $2,125-72.2% | $4,027-85.3% |
| Admin fee / account holder | $421 | $2,010-79.0% | $2,130-80.2% | $5,403-92.2% |