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 | $72,093 | $81,460-11.5% | $103,333-30.2% | $80,856-10.8% |
| Participation rate | 49.3% | 66.8%-17.6pp | 74.5%-25.3pp | 67.6%-18.4pp |
| Annual return | 8.30% | 25.55%-17.2pp | 24.88%-16.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,109 | $3,105-64.3% | $3,868-71.3% | $2,755-59.8% |
| Participant deferral / active EE | $3,551 | $3,869-8.2% | $5,057-29.8% | $4,296-17.3% |
| Admin fee / account holder | $2,460 | $6,566-62.5% | $8,355-70.6% | $6,918-64.4% |