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 9-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 | $237,677 | $176,662+34.5% | $130,648+81.9% | $152,861+55.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | -2.34% | 2692.24%-2694.6pp | 1708.96%-1711.3pp | 345.32%-347.7pp |
| Employer contribution / active EE | $181 | $5,742-96.8% | $4,092-95.6% | $4,762-96.2% |
| Participant deferral / active EE | $555 | $4,361-87.3% | $3,603-84.6% | $5,850-90.5% |
| Admin fee / account holder | $40,864 | $7,133+472.9% | $5,464+647.8% | $11,596+252.4% |