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 | $136,502 | $56,114+143.3% | $96,139+42.0% | $85,850+59.0% |
| Participation rate | 64.9% | 56.7%+8.1pp | 68.4%-3.6pp | 69.3%-4.4pp |
| Annual return | 9.73% | 42.30%-32.6pp | 191.94%-182.2pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,600 | $2,859-9.1% | $4,349-40.2% | $3,952-34.2% |
| Admin fee / account holder | $17,688 | $3,768+369.4% | $5,537+219.5% | $6,260+182.6% |