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 | $29,319+332.6% | $52,425+141.9% | $82,448+53.8% |
| Participation rate | 0.0% | 46.9%-46.9pp | 55.6%-55.6pp | 68.1%-68.1pp |
| Annual return | 14.02% | 535.20%-521.2pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $155 | $586-73.7% | $914-83.1% | $2,551-93.9% |
| Participant deferral / active EE | $875 | $1,171-25.3% | $1,790-51.1% | $4,139-78.9% |
| Admin fee / account holder | $1,041 | $1,962-47.0% | $2,495-58.3% | $7,234-85.6% |