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 | $146,573 | $105,998+38.3% | $92,233+58.9% | $147,584-0.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 7.65% | 50.05%-42.4pp | 176.28%-168.6pp | 578.55%-570.9pp |
| Employer contribution / active EE | $6,156 | $4,333+42.1% | $3,679+67.3% | $4,876+26.2% |
| Participant deferral / active EE | $14,880 | $4,478+232.3% | $3,897+281.9% | $5,439+173.6% |
| Admin fee / account holder | $1,525 | $6,332-75.9% | $5,194-70.6% | $10,885-86.0% |