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 10-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 | $123,233 | $101,724+21.1% | $164,813-25.2% | $80,856+52.4% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 10.21% | 16.72%-6.5pp | 69.93%-59.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,957 | $2,953+67.8% | $4,341+14.2% | $2,755+79.9% |
| Participant deferral / active EE | $10,925 | $4,477+144.0% | $6,031+81.1% | $4,296+154.3% |
| Admin fee / account holder | $1,465 | $8,227-82.2% | $12,690-88.5% | $6,918-78.8% |