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 | $22,179 | $56,053-60.4% | $75,972-70.8% | $80,856-72.6% |
| Participation rate | 47.3% | 62.0%-14.7pp | 69.1%-21.8pp | 67.6%-20.3pp |
| Annual return | 9.25% | 20.53%-11.3pp | 359.55%-350.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $598 | $1,874-68.1% | $2,685-77.7% | $2,755-78.3% |
| Participant deferral / active EE | $1,424 | $3,052-53.3% | $4,255-66.5% | $4,296-66.9% |
| Admin fee / account holder | $1,823 | $5,234-65.2% | $6,467-71.8% | $6,918-73.6% |