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 | $86,192 | $63,346+36.1% | $92,233-6.5% | $70,131+22.9% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 11.98% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,467 | $2,471-40.6% | $3,679-60.1% | $2,342-37.4% |
| Participant deferral / active EE | $9,524 | $2,854+233.7% | $3,897+144.4% | $3,332+185.8% |
| Admin fee / account holder | $9,686 | $3,840+152.2% | $5,194+86.5% | $4,645+108.5% |