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 | $62,906 | $78,705-20.1% | $117,854-46.6% | $70,131-10.3% |
| Participation rate | 64.5% | 73.2%-8.7pp | 79.7%-15.1pp | 69.5%-5.0pp |
| Annual return | 3.33% | 23.30%-20.0pp | 335.08%-331.7pp | 73.14%-69.8pp |
| Employer contribution / active EE | $1,984 | $2,223-10.8% | $3,786-47.6% | $2,342-15.3% |
| Participant deferral / active EE | $5,966 | $3,297+80.9% | $4,482+33.1% | $3,332+79.1% |
| Admin fee / account holder | $7,895 | $5,065+55.9% | $8,020-1.6% | $4,645+70.0% |