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 4-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 | $5,538 | $70,606-92.2% | $53,898-89.7% | $142,382-96.1% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | -11.46% | 619.81%-631.3pp | 528.60%-540.1pp | 217.08%-228.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $530 | $2,364-77.6% | $1,826-71.0% | $6,507-91.9% |
| Admin fee / account holder | $1,347 | $2,852-52.8% | $2,491-45.9% | $12,624-89.3% |