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 | $26,267 | $76,552-65.7% | $123,892-78.8% | $62,891-58.2% |
| Participation rate | 32.9% | 73.0%-40.1pp | 81.4%-48.6pp | 69.3%-36.4pp |
| Annual return | 5.80% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $510 | $2,883-82.3% | $4,617-89.0% | $2,281-77.7% |
| Participant deferral / active EE | $3,305 | $4,840-31.7% | $5,984-44.8% | $3,203+3.2% |
| Admin fee / account holder | $3,794 | $4,826-21.4% | $8,357-54.6% | $4,296-11.7% |