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 | $125,232 | $150,440-16.8% | $136,294-8.1% | $147,584-15.1% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 0.89% | 1049.08%-1048.2pp | 5155.94%-5155.0pp | 578.55%-577.7pp |
| Employer contribution / active EE | $3,724 | $5,256-29.1% | $4,695-20.7% | $4,876-23.6% |
| Participant deferral / active EE | $8,086 | $6,630+22.0% | $6,247+29.4% | $5,439+48.7% |
| Admin fee / account holder | $16,798 | $10,905+54.0% | $9,243+81.7% | $10,885+54.3% |