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 | $22,027 | $54,541-59.6% | $78,778-72.0% | $70,131-68.6% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 10.81% | 21.07%-10.3pp | 35.62%-24.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,997 | $2,210-9.6% | $2,958-32.5% | $3,332-40.1% |
| Admin fee / account holder | $1,436 | $3,709-61.3% | $5,134-72.0% | $4,645-69.1% |