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 | $158,398+5.8% | $126,539+32.4% | $142,382+17.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | -2.90% | 593.76%-596.7pp | 425.95%-428.8pp | 217.08%-220.0pp |
| Employer contribution / active EE | $2,473 | $4,650-46.8% | $3,674-32.7% | $4,299-42.5% |
| Participant deferral / active EE | $4,810 | $4,767+0.9% | $4,083+17.8% | $6,507-26.1% |
| Admin fee / account holder | $1,498 | $6,918-78.3% | $6,065-75.3% | $12,624-88.1% |