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 | $83,775 | $57,016+46.9% | $84,966-1.4% | $80,856+3.6% |
| Participation rate | 0.0% | 56.3%-56.3pp | 67.5%-67.5pp | 67.6%-67.6pp |
| Annual return | 5.55% | 21.66%-16.1pp | 66.38%-60.8pp | 35.59%-30.0pp |
| Employer contribution / active EE | $3,476 | $1,798+93.3% | $2,727+27.5% | $2,755+26.2% |
| Participant deferral / active EE | $6,907 | $3,110+122.1% | $4,519+52.8% | $4,296+60.8% |
| Admin fee / account holder | $6,192 | $4,980+24.3% | $6,149+0.7% | $6,918-10.5% |