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 | $77,505 | $95,803-19.1% | $113,168-31.5% | $84,808-8.6% |
| Participation rate | 54.3% | 72.9%-18.5pp | 76.6%-22.2pp | 68.3%-14.0pp |
| Annual return | 10.59% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $830 | $2,360-64.8% | $2,975-72.1% | $2,631-68.4% |
| Participant deferral / active EE | $2,578 | $4,242-39.2% | $5,107-49.5% | $4,212-38.8% |
| Admin fee / account holder | $6,778 | $8,989-24.6% | $12,068-43.8% | $7,344-7.7% |