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 3-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 | $2,953 | $29,319-89.9% | $52,425-94.4% | $82,448-96.4% |
| Participation rate | 42.1% | 46.9%-4.7pp | 55.6%-13.5pp | 68.1%-26.0pp |
| Annual return | 4.60% | 535.20%-530.6pp | 302.12%-297.5pp | 41.64%-37.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $484 | $1,171-58.7% | $1,790-73.0% | $4,139-88.3% |
| Admin fee / account holder | $323 | $1,962-83.6% | $2,495-87.1% | $7,234-95.5% |