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 | $36,846 | $150,440-75.5% | $136,294-73.0% | $147,584-75.0% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 9.37% | 1049.08%-1039.7pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $11,825 | $5,256+125.0% | $4,695+151.8% | $4,876+142.5% |
| Participant deferral / active EE | $5,798 | $6,630-12.6% | $6,247-7.2% | $5,439+6.6% |
| Admin fee / account holder | $649 | $10,905-94.0% | $9,243-93.0% | $10,885-94.0% |