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 | $237,148 | $138,044+71.8% | $125,339+89.2% | $134,475+76.4% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -23.77% | 750.33%-774.1pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,265 | $5,243-75.9% | $4,814-73.7% | $4,740-73.3% |
| Participant deferral / active EE | $4,526 | $7,799-42.0% | $7,446-39.2% | $6,400-29.3% |
| Admin fee / account holder | $2,308 | $11,571-80.1% | $10,010-76.9% | $11,426-79.8% |