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 | $34,659 | $47,848-27.6% | $81,478-57.5% | $70,131-50.6% |
| Participation rate | 54.3% | 58.3%-4.0pp | 68.0%-13.7pp | 69.5%-15.3pp |
| Annual return | 11.86% | 27.25%-15.4pp | 38.78%-26.9pp | 73.14%-61.3pp |
| Employer contribution / active EE | $380 | $1,527-75.1% | $2,568-85.2% | $2,342-83.8% |
| Participant deferral / active EE | $1,522 | $2,453-38.0% | $3,537-57.0% | $3,332-54.3% |
| Admin fee / account holder | $9,917 | $3,145+215.4% | $4,561+117.4% | $4,645+113.5% |