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 6-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 | $4,396 | $27,641-84.1% | $61,373-92.8% | $68,494-93.6% |
| Participation rate | 36.0% | 39.5%-3.5pp | 52.6%-16.6pp | 67.9%-31.9pp |
| Annual return | -26.87% | -13.24%-13.6pp | 338.61%-365.5pp | -7.84%-19.0pp |
| Employer contribution / active EE | $382 | $695-45.1% | $1,159-67.1% | $2,596-85.3% |
| Participant deferral / active EE | $702 | $1,263-44.4% | $2,125-67.0% | $4,027-82.6% |
| Admin fee / account holder | $456 | $2,010-77.3% | $2,130-78.6% | $5,403-91.6% |