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 | $208,112 | $138,065+50.7% | $123,544+68.5% | $135,375+53.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.74% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $3,215 | $5,151-37.6% | $4,628-30.5% | $4,779-32.7% |
| Participant deferral / active EE | $15,549 | $6,799+128.7% | $6,426+142.0% | $5,609+177.2% |
| Admin fee / account holder | $1,343 | $10,916-87.7% | $9,284-85.5% | $10,827-87.6% |