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 | $223,609 | $106,584+109.8% | $101,326+120.7% | $142,382+57.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 12.27% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,532 | $3,956-36.0% | $3,665-30.9% | $4,299-41.1% |
| Participant deferral / active EE | $7,877 | $8,297-5.1% | $7,994-1.5% | $6,507+21.0% |
| Admin fee / account holder | $7,248 | $11,446-36.7% | $11,185-35.2% | $12,624-42.6% |