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 | $4,190 | $20,316-79.4% | $66,042-93.7% | $74,304-94.4% |
| Participation rate | 50.0% | 62.8%-12.8pp | 67.5%-17.5pp | 60.3%-10.3pp |
| Annual return | -12.64% | 28.10%-40.7pp | 52.11%-64.8pp | 29.43%-42.1pp |
| Employer contribution / active EE | $401 | $745-46.1% | $1,579-74.6% | $2,241-82.1% |
| Participant deferral / active EE | $1,027 | $1,615-36.4% | $2,835-63.8% | $3,767-72.7% |
| Admin fee / account holder | $1,032 | $1,668-38.1% | $5,747-82.0% | $2,969-65.2% |