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 7-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 | $183,179 | $154,228+18.8% | $145,433+26.0% | $137,256+33.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | -3.94% | 74.59%-78.5pp | 66.58%-70.5pp | 220.34%-224.3pp |
| Employer contribution / active EE | $2,817 | $4,804-41.4% | $4,554-38.2% | $4,156-32.2% |
| Participant deferral / active EE | $14,371 | $8,216+74.9% | $7,897+82.0% | $6,407+124.3% |
| Admin fee / account holder | $301 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |