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 | $50,399 | $150,440-66.5% | $136,294-63.0% | $147,584-65.9% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 8.89% | 1049.08%-1040.2pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,942 | $5,256-63.0% | $4,695-58.6% | $4,876-60.2% |
| Participant deferral / active EE | $4,419 | $6,630-33.4% | $6,247-29.3% | $5,439-18.8% |
| Admin fee / account holder | $14,088 | $10,905+29.2% | $9,243+52.4% | $10,885+29.4% |