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 | $244,344 | $202,318+20.8% | $172,739+41.5% | $152,861+59.8% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.4%-68.2pp |
| Annual return | 2.56% | 1029.65%-1027.1pp | 802.84%-800.3pp | 345.32%-342.8pp |
| Employer contribution / active EE | $2,376 | $5,856-59.4% | $5,143-53.8% | $4,762-50.1% |
| Participant deferral / active EE | $9,600 | $5,948+61.4% | $5,198+84.7% | $5,850+64.1% |
| Admin fee / account holder | $28,512 | $17,109+66.7% | $13,954+104.3% | $11,596+145.9% |