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 8-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 | $73,959 | $102,245-27.7% | $89,340-17.2% | $137,256-46.1% |
| Participation rate | 20.0% | 74.9%-54.9pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 4.32% | 21.89%-17.6pp | 20.57%-16.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,332 | $2,529-47.3% | $2,231-40.3% | $4,156-68.0% |
| Participant deferral / active EE | $2,268 | $4,436-48.9% | $3,823-40.7% | $6,407-64.6% |
| Admin fee / account holder | $773 | $8,085-90.4% | $6,704-88.5% | $12,270-93.7% |