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 10-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 | $136,468 | $65,561+108.2% | $86,188+58.3% | $75,163+81.6% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.0%-69.0pp | 67.2%-67.2pp |
| Annual return | 4.63% | 46.05%-41.4pp | 1168.45%-1163.8pp | 160.62%-156.0pp |
| Employer contribution / active EE | $1,741 | $1,553+12.1% | $2,380-26.9% | $2,670-34.8% |
| Participant deferral / active EE | $4,137 | $3,024+36.8% | $3,985+3.8% | $4,125+0.3% |
| Admin fee / account holder | $4,948 | $5,474-9.6% | $6,852-27.8% | $5,651-12.4% |