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 3-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 | $56,992 | $79,171-28.0% | $102,423-44.4% | $74,495-23.5% |
| Participation rate | 41.5% | 74.8%-33.3pp | 76.5%-35.0pp | 67.2%-25.7pp |
| Annual return | 11.05% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,154 | $2,362-51.2% | $3,023-61.8% | $2,623-56.0% |
| Participant deferral / active EE | $2,281 | $4,415-48.3% | $5,053-54.9% | $4,346-47.5% |
| Admin fee / account holder | $948 | $2,001-52.6% | $9,451-90.0% | $1,942-51.2% |