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 | $210,117 | $115,770+81.5% | $101,248+107.5% | $158,922+32.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -3.89% | 56.14%-60.0pp | 46.47%-50.4pp | 302.83%-306.7pp |
| Employer contribution / active EE | $2,039 | $4,175-51.2% | $3,660-44.3% | $4,761-57.2% |
| Participant deferral / active EE | $8,215 | $4,957+65.7% | $4,370+88.0% | $5,982+37.3% |
| Admin fee / account holder | $13,530 | $7,245+86.7% | $5,945+127.6% | $11,246+20.3% |