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 | $35,347 | $49,915-29.2% | $154,803-77.2% | $74,304-52.4% |
| Participation rate | 41.9% | 54.0%-12.0pp | 78.1%-36.2pp | 60.3%-18.4pp |
| Annual return | 11.90% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,025 | $1,611-36.4% | $4,305-76.2% | $2,241-54.3% |
| Participant deferral / active EE | $990 | $2,255-56.1% | $5,540-82.1% | $3,767-73.7% |
| Admin fee / account holder | $2,122 | $2,189-3.1% | $14,329-85.2% | $2,969-28.5% |