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 | $49,560 | $126,519-60.8% | $106,201-53.3% | $145,959-66.0% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 8.18% | 225.10%-216.9pp | 116.26%-108.1pp | 561.95%-553.8pp |
| Employer contribution / active EE | $844 | $3,726-77.3% | $3,170-73.4% | $4,661-81.9% |
| Participant deferral / active EE | $2,565 | $5,716-55.1% | $5,012-48.8% | $6,689-61.6% |
| Admin fee / account holder | $950 | $17,312-94.5% | $11,039-91.4% | $13,398-92.9% |