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 | $159,796 | $112,096+42.6% | $95,952+66.5% | $158,922+0.5% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | -3.76% | 171.09%-174.9pp | 91.61%-95.4pp | 302.83%-306.6pp |
| Employer contribution / active EE | $2,225 | $3,198-30.4% | $2,541-12.4% | $4,761-53.3% |
| Participant deferral / active EE | $5,650 | $4,784+18.1% | $4,167+35.6% | $5,982-5.6% |
| Admin fee / account holder | $1,855 | $10,130-81.7% | $6,795-72.7% | $11,246-83.5% |