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 | $178,780 | $91,552+95.3% | $133,956+33.5% | $79,858+123.9% |
| Participation rate | 45.7% | 73.3%-27.6pp | 79.8%-34.1pp | 69.6%-23.9pp |
| Annual return | -23.90% | 61.85%-85.7pp | 45.09%-69.0pp | 31.71%-55.6pp |
| Employer contribution / active EE | $6,645 | $2,384+178.8% | $3,919+69.6% | $2,471+168.9% |
| Participant deferral / active EE | $4,738 | $3,733+26.9% | $5,048-6.1% | $3,740+26.7% |
| Admin fee / account holder | $1,971 | $6,321-68.8% | $8,927-77.9% | $5,306-62.9% |