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 | $53,422 | $48,364+10.5% | $71,796-25.6% | $62,891-15.1% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.8pp |
| Annual return | -0.08% | 13.16%-13.2pp | 78.04%-78.1pp | 20.14%-20.2pp |
| Employer contribution / active EE | $944 | $1,042-9.4% | $1,924-51.0% | $2,281-58.6% |
| Participant deferral / active EE | $1,975 | $2,091-5.6% | $2,794-29.3% | $3,203-38.3% |
| Admin fee / account holder | $477 | $3,771-87.4% | $4,815-90.1% | $4,296-88.9% |