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 | $164,159 | $115,770+41.8% | $101,248+62.1% | $158,922+3.3% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | -3.46% | 56.14%-59.6pp | 46.47%-49.9pp | 302.83%-306.3pp |
| Employer contribution / active EE | $3,729 | $4,175-10.7% | $3,660+1.9% | $4,761-21.7% |
| Participant deferral / active EE | $7,593 | $4,957+53.2% | $4,370+73.7% | $5,982+26.9% |
| Admin fee / account holder | $18,206 | $7,245+151.3% | $5,945+206.2% | $11,246+61.9% |