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 | $55,407 | $76,552-27.6% | $123,892-55.3% | $62,891-11.9% |
| Participation rate | 53.6% | 73.0%-19.4pp | 81.4%-27.8pp | 69.3%-15.7pp |
| Annual return | 5.08% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,496 | $2,883-48.1% | $4,617-67.6% | $2,281-34.4% |
| Participant deferral / active EE | $3,518 | $4,840-27.3% | $5,984-41.2% | $3,203+9.8% |
| Admin fee / account holder | $6,422 | $4,826+33.1% | $8,357-23.2% | $4,296+49.5% |