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 7-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 | $18,136 | $84,233-78.5% | $170,442-89.4% | $70,131-74.1% |
| Participation rate | 28.3% | 70.8%-42.5pp | 83.6%-55.3pp | 69.5%-41.2pp |
| Annual return | 9.82% | 23.06%-13.2pp | 205.93%-196.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $592 | $3,387-82.5% | $5,433-89.1% | $2,342-74.7% |
| Participant deferral / active EE | $1,199 | $3,086-61.1% | $4,939-75.7% | $3,332-64.0% |
| Admin fee / account holder | $3,815 | $5,698-33.0% | $13,880-72.5% | $4,645-17.9% |