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 | $106,222 | $117,841-9.9% | $102,423+3.7% | $145,922-27.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 8.20% | 31.65%-23.4pp | 29.32%-21.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,191 | $3,615-11.7% | $3,023+5.5% | $4,660-31.5% |
| Participant deferral / active EE | $4,211 | $5,731-26.5% | $5,053-16.7% | $6,688-37.0% |
| Admin fee / account holder | $15,255 | $13,326+14.5% | $9,451+61.4% | $13,397+13.9% |