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 | $60,359 | $86,286-30.0% | $111,297-45.8% | $85,850-29.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 10.73% | 19.99%-9.3pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,703 | $2,043-16.7% | $2,731-37.6% | $2,565-33.6% |
| Participant deferral / active EE | $3,152 | $3,641-13.4% | $4,487-29.8% | $3,952-20.2% |
| Admin fee / account holder | $871 | $8,188-89.4% | $7,964-89.1% | $6,260-86.1% |