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 | $138,795 | $183,963-24.6% | $162,163-14.4% | $152,861-9.2% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.6%-26.0pp | 82.4%-20.9pp |
| Annual return | 3.90% | 150.76%-146.9pp | 115.59%-111.7pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,585 | $6,371-59.4% | $5,614-53.9% | $4,762-45.7% |
| Participant deferral / active EE | $3,912 | $8,034-51.3% | $7,298-46.4% | $5,850-33.1% |
| Admin fee / account holder | $2,175 | $13,121-83.4% | $10,843-79.9% | $11,596-81.2% |