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 | $192,850 | $74,927+157.4% | $101,794+89.5% | $84,808+127.4% |
| Participation rate | 48.4% | 61.4%-13.0pp | 69.2%-20.8pp | 68.3%-19.9pp |
| Annual return | 8.89% | 18.70%-9.8pp | 30.53%-21.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,762 | $3,099-10.9% | $4,084-32.4% | $4,212-34.4% |
| Admin fee / account holder | $63,630 | $6,514+876.8% | $8,777+625.0% | $7,344+766.4% |