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 4-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 | $43,365 | $201,272-78.5% | $184,203-76.5% | $145,922-70.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | -39.23% | 29.00%-68.2pp | 28.81%-68.0pp | 561.29%-600.5pp |
| Employer contribution / active EE | $8,308 | $7,022+18.3% | $6,427+29.3% | $4,660+78.3% |
| Participant deferral / active EE | $13,846 | $9,806+41.2% | $9,131+51.6% | $6,688+107.0% |
| Admin fee / account holder | $20,095 | $16,364+22.8% | $13,901+44.6% | $13,397+50.0% |