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 | $205,836 | $180,449+14.1% | $154,107+33.6% | $135,375+52.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -9.13% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,722 | $6,035-71.5% | $5,298-67.5% | $4,779-64.0% |
| Participant deferral / active EE | $4,531 | $5,806-22.0% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $1,667 | $16,143-89.7% | $13,411-87.6% | $10,827-84.6% |