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 | $44,819 | $46,869-4.4% | $122,332-63.4% | $70,131-36.1% |
| Participation rate | 66.1% | 58.2%+7.9pp | 71.6%-5.6pp | 69.5%-3.5pp |
| Annual return | 10.90% | 24.22%-13.3pp | 30.27%-19.4pp | 73.14%-62.2pp |
| Employer contribution / active EE | $398 | $1,288-69.1% | $4,050-90.2% | $2,342-83.0% |
| Participant deferral / active EE | $1,838 | $2,166-15.2% | $3,287-44.1% | $3,332-44.8% |
| Admin fee / account holder | $14,323 | $3,322+331.1% | $5,478+161.5% | $4,645+208.3% |