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 | $47,169 | $99,341-52.5% | $84,750-44.3% | $273,961-82.8% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 0.82% | 22.93%-22.1pp | 22.78%-22.0pp | 41.45%-40.6pp |
| Employer contribution / active EE | $845 | $4,214-79.9% | $3,574-76.4% | $4,869-82.6% |
| Participant deferral / active EE | $1,077 | $4,269-74.8% | $3,712-71.0% | $5,287-79.6% |
| Admin fee / account holder | $1,892 | $6,644-71.5% | $5,332-64.5% | $10,132-81.3% |