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 | $30,755 | $57,108-46.1% | $94,224-67.4% | $52,331-41.2% |
| Participation rate | 37.5% | 72.9%-35.4pp | 78.8%-41.3pp | 68.1%-30.6pp |
| Annual return | -2.86% | 1.47%-4.3pp | 10.68%-13.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $876 | $1,735-49.5% | $3,587-75.6% | $1,882-53.4% |
| Participant deferral / active EE | $2,345 | $3,040-22.9% | $4,320-45.7% | $3,022-22.4% |
| Admin fee / account holder | $994 | $546+81.8% | $6,269-84.1% | $592+68.0% |