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 | $240,458 | $102,616+134.3% | $81,983+193.3% | $158,922+51.3% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.2%-49.2pp | 82.0%-62.0pp |
| Annual return | -0.59% | 61.04%-61.6pp | 41.31%-41.9pp | 302.83%-303.4pp |
| Employer contribution / active EE | $892 | $3,240-72.5% | $2,498-64.3% | $4,761-81.3% |
| Participant deferral / active EE | $2,229 | $4,648-52.0% | $3,722-40.1% | $5,982-62.7% |
| Admin fee / account holder | $12,249 | $8,235+48.7% | $5,664+116.3% | $11,246+8.9% |