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 | $241,099 | $84,402+185.7% | $61,373+292.8% | $134,475+79.3% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -21.96% | 584.55%-606.5pp | 338.61%-360.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,756 | $1,544+143.2% | $1,159+224.0% | $4,740-20.8% |
| Participant deferral / active EE | $6,750 | $2,819+139.5% | $2,125+217.7% | $6,400+5.5% |
| Admin fee / account holder | $692 | $2,585-73.2% | $2,130-67.5% | $11,426-93.9% |