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 5-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 | $37,226 | $102,604-63.7% | $86,188-56.8% | $139,434-73.3% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 6.72% | 1922.51%-1915.8pp | 1168.45%-1161.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,237 | $3,032-59.2% | $2,380-48.0% | $4,751-74.0% |
| Participant deferral / active EE | $7,137 | $4,676+52.6% | $3,985+79.1% | $6,710+6.4% |
| Admin fee / account holder | $1,087 | $8,657-87.4% | $6,852-84.1% | $11,403-90.5% |