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 | $116,360 | $78,926+47.4% | $136,749-14.9% | $84,808+37.2% |
| Participation rate | 0.0% | 62.2%-62.2pp | 72.1%-72.1pp | 68.3%-68.3pp |
| Annual return | 12.03% | 18.17%-6.1pp | 24.33%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $7,609 | $2,134+256.5% | $3,400+123.8% | $2,631+189.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,019 | $6,369-52.6% | $11,386-73.5% | $7,344-58.9% |