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 | $83,415 | $84,695-1.5% | $73,843+13.0% | $125,391-33.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -4.98% | 3123.53%-3128.5pp | 2267.84%-2272.8pp | 282.22%-287.2pp |
| Employer contribution / active EE | $3,102 | $3,123-0.7% | $2,787+11.3% | $4,866-36.3% |
| Participant deferral / active EE | $4,556 | $3,992+14.1% | $3,583+27.2% | $5,352-14.9% |
| Admin fee / account holder | $818 | $5,691-85.6% | $4,880-83.2% | $9,540-91.4% |