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 | $126,834 | $30,400+317.2% | $53,898+135.3% | $84,808+49.6% |
| Participation rate | 0.0% | 46.4%-46.4pp | 55.0%-55.0pp | 68.3%-68.3pp |
| Annual return | 14.02% | 500.19%-486.2pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $155 | $603-74.4% | $932-83.4% | $2,631-94.1% |
| Participant deferral / active EE | $875 | $1,199-27.0% | $1,826-52.1% | $4,212-79.2% |
| Admin fee / account holder | $1,041 | $1,993-47.8% | $2,491-58.2% | $7,344-85.8% |