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 | $157,946 | $95,803+64.9% | $113,168+39.6% | $84,808+86.2% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 68.3%-68.3pp |
| Annual return | 11.16% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,834 | $2,360+20.1% | $2,975-4.8% | $2,631+7.7% |
| Participant deferral / active EE | $8,208 | $4,242+93.5% | $5,107+60.7% | $4,212+94.9% |
| Admin fee / account holder | $90,127 | $8,989+902.7% | $12,068+646.8% | $7,344+1127.3% |