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 | $44,299 | $44,960-1.5% | $84,966-47.9% | $74,495-40.5% |
| Participation rate | 12.9% | 49.4%-36.4pp | 67.5%-54.6pp | 67.2%-54.3pp |
| Annual return | 10.35% | 26.24%-15.9pp | 66.38%-56.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $466 | $1,457-68.0% | $2,727-82.9% | $2,623-82.2% |
| Participant deferral / active EE | $886 | $2,731-67.5% | $4,519-80.4% | $4,346-79.6% |
| Admin fee / account holder | $520 | $2,209-76.5% | $6,149-91.5% | $1,942-73.2% |