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 | $26,225 | $118,450-77.9% | $98,439-73.4% | $139,434-81.2% |
| Participation rate | 0.0% | 77.4%-77.4pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 5.76% | 18.94%-13.2pp | 21.16%-15.4pp | 372.94%-367.2pp |
| Employer contribution / active EE | $1,062 | $3,609-70.6% | $3,048-65.2% | $4,751-77.7% |
| Participant deferral / active EE | $1,758 | $5,392-67.4% | $4,738-62.9% | $6,710-73.8% |
| Admin fee / account holder | $514 | $14,026-96.3% | $8,948-94.3% | $11,403-95.5% |