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 | $137,116 | $149,734-8.4% | $118,925+15.3% | $158,922-13.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 5.30% | 19.95%-14.6pp | 35.88%-30.6pp | 302.83%-297.5pp |
| Employer contribution / active EE | $6,793 | $4,115+65.1% | $3,263+108.2% | $4,761+42.7% |
| Participant deferral / active EE | $7,079 | $5,223+35.5% | $4,265+66.0% | $5,982+18.3% |
| Admin fee / account holder | $906 | $8,603-89.5% | $6,581-86.2% | $11,246-91.9% |