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 | $167,514 | $149,040+12.4% | $120,225+39.3% | $137,256+22.0% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | -2.90% | 605.68%-608.6pp | 439.23%-442.1pp | 220.34%-223.2pp |
| Employer contribution / active EE | $2,473 | $4,350-43.2% | $3,475-28.8% | $4,156-40.5% |
| Participant deferral / active EE | $4,810 | $4,655+3.3% | $3,999+20.3% | $6,407-24.9% |
| Admin fee / account holder | $1,498 | $6,348-76.4% | $5,696-73.7% | $12,270-87.8% |