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 9-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 | $36,729 | $102,317-64.1% | $146,958-75.0% | $80,856-54.6% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 7.04% | 134.76%-127.7pp | 418.34%-411.3pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,418 | $3,713-61.8% | $4,933-71.3% | $2,755-48.5% |
| Participant deferral / active EE | $2,620 | $6,644-60.6% | $8,070-67.5% | $4,296-39.0% |
| Admin fee / account holder | $891 | $7,941-88.8% | $12,998-93.1% | $6,918-87.1% |