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 | $42,879 | $69,515-38.3% | $86,874-50.6% | $85,850-50.1% |
| Participation rate | 55.6% | 66.3%-10.8pp | 71.6%-16.1pp | 69.3%-13.8pp |
| Annual return | 11.03% | 20.12%-9.1pp | 63.52%-52.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,385 | $1,880-26.3% | $2,495-44.5% | $2,565-46.0% |
| Participant deferral / active EE | $3,787 | $2,919+29.7% | $3,699+2.4% | $3,952-4.2% |
| Admin fee / account holder | $10,216 | $5,972+71.1% | $5,828+75.3% | $6,260+63.2% |