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 | $45,296 | $51,638-12.3% | $68,368-33.7% | $82,448-45.1% |
| Participation rate | 52.9% | 63.6%-10.7pp | 73.8%-20.8pp | 68.1%-15.1pp |
| Annual return | 12.71% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $832 | $2,047-59.3% | $2,649-68.6% | $2,551-67.4% |
| Participant deferral / active EE | $1,232 | $2,914-57.7% | $4,123-70.1% | $4,139-70.2% |
| Admin fee / account holder | $3,753 | $4,643-19.2% | $5,150-27.1% | $7,234-48.1% |