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 | $39,150 | $27,915+40.2% | $58,482-33.1% | $75,163-47.9% |
| Participation rate | 49.4% | 38.8%+10.5pp | 50.9%-1.5pp | 67.2%-17.8pp |
| Annual return | 13.57% | 44.20%-30.6pp | 4239.32%-4225.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $3,585 | $669+435.9% | $1,053+240.4% | $2,670+34.3% |
| Participant deferral / active EE | $1,609 | $1,201+34.0% | $1,924-16.4% | $4,125-61.0% |
| Admin fee / account holder | $1,661 | $1,726-3.8% | $2,516-34.0% | $5,651-70.6% |