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 | $3,498 | $24,730-85.9% | $66,042-94.7% | $84,808-95.9% |
| Participation rate | 63.6% | 68.1%-4.5pp | 67.5%-3.9pp | 68.3%-4.7pp |
| Annual return | 12.57% | 79.55%-67.0pp | 52.11%-39.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $570 | $857-33.4% | $1,579-63.9% | $2,631-78.3% |
| Participant deferral / active EE | $768 | $1,737-55.8% | $2,835-72.9% | $4,212-81.8% |
| Admin fee / account holder | $791 | $3,014-73.7% | $5,747-86.2% | $7,344-89.2% |