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 8-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 | $71,545 | $180,449-60.4% | $154,107-53.6% | $135,375-47.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -13.00% | 888.09%-901.1pp | 735.12%-748.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $12,561 | $6,035+108.1% | $5,298+137.1% | $4,779+162.8% |
| Participant deferral / active EE | $9,622 | $5,806+65.7% | $5,081+89.4% | $5,609+71.6% |
| Admin fee / account holder | $665 | $16,143-95.9% | $13,411-95.0% | $10,827-93.9% |